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Lead Management

Lead Categories
As you acquire leads, you may find it helpful to create categories, something that will enable you to rapidly associate the lead as a Buyer, Seller, Investo...
Wed, Apr 6, 2016 at 10:38 AM
Lead Types
Much like creating Lead Categories, you may wish to identify leads by a certain "types," a process that allows you to more readily associate the l...
Wed, Apr 6, 2016 at 10:55 AM
Saving Searches for a Lead
Saving searches for a lead is easy with the REfindly CRM. From the Lead Activity Page, simply click the + button next to the Saved Searches header in the lo...
Tue, Nov 4, 2014 at 4:24 PM
Trulia Leads
Summary This FAQ will help you automatically bring in new Trulia leads into the CRM. Solution You can have Trulia leads go directly to a speci...
Wed, May 13, 2015 at 11:21 AM
Realtor.com Leads
Summary This FAQ will help you automatically bring in new Realtor.com leads into the CRM. Solution You can have Realtor.com leads go directly ...
Wed, May 13, 2015 at 11:21 AM
Zillow Leads
Summary This FAQ will help you get new Zillow leads to automatically import into the CRM Solution  You can have Zillow leads go directly to ...
Wed, Nov 4, 2015 at 2:47 PM
How to Capture Leads from Other Sources
Summary Take leads from external sources and have them automatically imported into the CRM Solution Incoming leads can be assigned directly to...
Thu, Dec 11, 2014 at 3:36 PM
Listhub Leads
Summary This FAQ will help you get new Listhub leads to automatically import into the CRM Solution You can have Listhub leads go directly to a...
Thu, Mar 19, 2015 at 11:37 AM
Diverse Solutions Leads
Summary This FAQ will help you get new Diverse Solutions leads to automatically import into the REfindly CRM. Solution You can have Diverse So...
Thu, Mar 19, 2015 at 11:50 AM
Transferring a Lead to Another Agent
Follow these steps to transfer a lead from one agent in your organization to another agent: View the lead's info page. Click the "...
Wed, May 6, 2015 at 9:42 AM

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