Lead Assignment Policies
This support article will explain the General Lead Assignment Policies that determine how leads are assigned. When a new lead...
Working with Leads
How to manage and work with leads.
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Forcing Lead Assignment to a User
There are two methods to help with forcing lead assignment to a specific user in your team: Website Assignment, or... -
Notifications and Reports Sent To You
Choices about Notifications and Daily reports are set as part of your Personal Profile. Notifications are instant alerts sent to... -
Add Leads, Prospects and Clients
The Leads and Contacts system gives you great tools to engage leads, automatically incubate prospects, and collaborate with Clients. There are multiple... -
Organize Leads with Tags, Groups and Categories
Tags, Categories and Groups and methods to help you organize and find your leads. In summary, Categories are designed to... -
How to Assign Leads using Round Robin
When a new lead registers in a Multi-User Buying Buddy account, there are three consecutive levels of options that can... -
How to spot hot leads and track lead activity
The more insights you have to a specific consumer’s needs, the easier it is to help and engage them, and... -
How to set up Just Listed Property Alerts
A very important feature included in the Buying Buddy suite is the ability to send your leads and clients Just... -
How to set Tasks for Lead Follow-up
Once you have captured a new lead, it is absolutely vital that you follow up with them in a timely... -
Lead Import via EMAIL
You can import leads to your Leads and Contacts account by including the lead’s info in the body of a specially-formatted... -
How to Set the Default Campaign for your Leads
A Campaign is an automated, pre-defined sequence of emails and actions that will be either sent to the lead, or... -
Manage Leads
How to find your way around the LAC to view, review and manage leads -
VIDEO: Working with Leads
How to work with leads, the Lead Detail page, notes, email actions and activity history (Video LAC-107) -
VIDEO: Create Property Alerts
How to collaborate with your leads with Property Alerts (LAC-108-How to create Just Listed Alerts) -
Sales Steps and Forecasting
Sales Steps and Forecasting is a great way to track your sales opportunities and is available to all types of... -
Processing of leads and Inquiries
THIS IS A DRAFT ARTICLE Certain activities performed by consumers will result in the recording of the lead’s activity in... -
User Roles
The concept of Roles allows multiple Users to work jointly with the same lead. -
How to Add Leads and Clients to your Buying Buddy Account
Buying Buddy CRM gives you great tools to engage leads, automatically incubate prospects and collaborate with Clients. There are multiple... -
How to Work with Your Leads
As your marketing progresses, you will have more leads in your account. [button type=”danger” size=”lg” url=”/knowledge-base/working-with-leads/” text=”VIDEO: Working With Leads”... -
SMS Text Messaging and Calling
SMS Text Messaging services are provided in your account with a Buying Buddy Phone Number. These numbers are real phone...