People & Leads

Topics regarding the People and Leads in your Farm.

Thomas Hall avatar Angela Casale avatar
17 articles in this collection
Written by Thomas Hall and Angela Casale

How Can I Contact People on the Do Not Call Registry?

Learn how best to approach leads who may be on the national Do Not Call list and why it's alright to reach out in a non-soliciting way.
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Written by Thomas Hall
Updated over a week ago

Which Leads Should I Focus On?

Learn why your SMART leads should be your main focus when nurturing and farming your leads
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Written by Angela Casale
Updated over a week ago

How to Leave a Note

Learn how to leave a note in a lead's profile to set a reminder, assign task, remind of last touch or change of status.
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Written by Angela Casale
Updated over a week ago

Assigning a Task

Learn how to assign a task to yourself or a team member.
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Written by Angela Casale
Updated over a week ago

What does ‘Request More Data’ do?

Learn what clicking on the 'Request More Data' button from a person's profile page does.
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Written by Angela Casale
Updated over a week ago

What does ‘Report Bad Data’ do?

Learn what pressing the 'Report Bad Data' button from a person's profile page does.
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Written by Angela Casale
Updated over a week ago

Refreshing a Person's Info

Learn how to refresh a lead's contact information if our data providers have updates.
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Written by Angela Casale
Updated over a week ago

The House Value Experience

Learn what the House Value Website experience is like for Homeowners.
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Written by Angela Casale
Updated over a week ago

Creating a Reminder for a Person

Learn how to create reminders for a specific lead.
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Written by Angela Casale
Updated over a week ago

Unarchiving a Person

Learn how to make previously archived leads available again for nurturing.
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Written by Angela Casale
Updated over a week ago

Archiving a Person

Learn how to archive a lead in your farm.
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Written by Angela Casale
Updated over a week ago

Viewing Archived People

Learn how to view people that you have previously archived.
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Written by Angela Casale
Updated over a week ago

Smart Data Leads and Verified Smart Leads Explained

Learn what a Smart Data Lead is and when it becomes a Verified Smart Lead.
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Written by Angela Casale
Updated over a week ago

Buyer Vs. Seller Leads

Learn the difference between a Buyer and Seller Lead.
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Written by Angela Casale
Updated over a week ago

Adding and Removing a Tag From a Person

Learn how to add or remove a tag from any person.
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Written by Angela Casale
Updated over a week ago

Adding People Individually

Learn how to manually add an individual person into your account.
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Written by Angela Casale
Updated over a week ago

Editing a Person's Info

Learn How to edit information on homeowners.
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Written by Angela Casale
Updated over a week ago