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Article
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Processes |
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How to create a New Lead
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Updating a Lead Status
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Call Sessions
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- Conducting a Call Session
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Working with Leads: The Lead Summary Screen
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Lead Summary Header
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Lead Engagement
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Lead Status
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Messaging Lead Contacts
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Quick Add
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Working with Leads: Summary Tab
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Add Contacts to an Existing Lead
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Edit a Contact on an existing Lead
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Change the primary contact in a Lead
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Edit Existing Lead Details
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Recording Activities against a Lead
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Linked Leads
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Booking Appraisals
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Managing Appraisals within Appraisals Box
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Working with Leads: Activity Tab
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- Activities associated with the Lead
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Working with Leads: Property Tab
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- Edit Property Information
- Converting a Lead to a Rental
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Working with Leads Files Tab
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Working with Leads: Campaigns Tab
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- Adding a Campaign – Individual Lead
- Putting a Campaign on Hold & Cancelling a Campaign
- Adding a Campaign to multiple Leads
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Working with Leads: Virtual Listing Kit Tab
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- How to Create a Virtual Listing Kit within a Lead
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