Lead Management
You can easily log notes in the CRM using the Notes tab on the Lead Details page. From the Action Menu on the right-hand side of the page, click o...
Mon, Apr 30, 2018 at 10:29 AM
Tasks can help you with your day-to-day lead management and followup. You can create tasks to function as reminders when you need to take next steps with a ...
Tue, Jan 9, 2018 at 1:00 PM
Tags are a great way to organize and categorize your leads so that they are more easily searchable within the CRM. Where to View Tags Tags are available...
Fri, Apr 27, 2018 at 8:54 AM
Have you noticed that some of your leads are archived, despite just signing up on your website? Great Agent defines a quality lead as someone that signs up ...
Fri, Apr 27, 2018 at 11:24 AM
If you want to manually update the lead source of a lead, you simply need to click on the current lead source hyperlink. After clicking the current l...
Fri, Apr 27, 2018 at 12:22 PM
A lead you were assigned was lost because they weren't called within the required time. What happens next? As long as this doesn't happen more than...
Thu, Mar 9, 2017 at 1:54 PM