Manage Your Real Estate Leads More Effectively
Posted on 05 March 2010 by Eric Northam
This morning we added several enhancements to how you manage your leads with EasyBroker.
Leads are people that have yet to decide if they are going to buy, list or rent from you. Most agents work with a large number of leads and have a much smaller set of contacts that they contact on a regular basis. We removed the leads from the contact page so that your contact database only contains your actual clients, vendors or other people that you work with.
We simplified the process of working with leads by removing the lead badge that allowed you to specify which leads where In Progress, Won, Lost or Abandoned and replaced it with two buttons, one that allows you to convert a lead into a contact and another to abandon a lead that you want to disqualify. The Probability that you previously selected on the lead badge is now represented by three stars next to the lead’s name. Just click the star to set the probability.
One other subtle change is that the count shown next to the Leads menu item now represents the number of unassigned leads instead of those that hadn’t had a state set on their lead badge. The unassigned leads also show up highlighted in the search results.
The new improvements should help you decide who to qualify or disqualify and who you should be following up with.
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