Lead Management
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
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 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
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
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 to a spe...
Mon, Sep 28, 2020 at 10:55 AM
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
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
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
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
Follow these steps to transfer a lead from one agent in your organization to another agent: View the lead's info page. Click the "Lead Detai...
Tue, Jun 20, 2023 at 10:51 AM