People & Leads

Topics regarding the People and Leads in your Farm.

27 articles in this collection
Written by Phoebe Mac and Thomas Hall

Finding People in Your Farm

This article will show you the easiest way to Find People in your Farm.
Written by Phoebe Mac
Updated this week

Viewing Archived People

This article will explain how you can View People that you have Archived.
Written by Phoebe Mac
Updated over a week ago

Unarchiving a Person

This article will explain how you can Unarchive a Person.
Written by Phoebe Mac
Updated over a week ago

Navigating a Person's Page

This article goes over all of the information you can find on a Person's Page.
Written by Thomas Hall
Updated over a week ago

Archiving a Person

This article will explain how you can Archive a Person in your Farm.
Written by Phoebe Mac
Updated over a week ago

The House Value Experience

This article shows our new House Value Website experience for Homeowners.
Written by Thomas Hall
Updated over a week ago

Adding your House Value Estimate

This article shows how to add your House Value Estimate for your Lookup Leads.
Written by Thomas Hall
Updated over a week ago

Adding a Person Manually

This article will show you how you can easily add an individual person into your offrs Account.
Written by Thomas Hall
Updated over a week ago

Editing a Person's Info

This article shows you how to change a Person's Information.
Written by Thomas Hall
Updated over a week ago

Refreshing a Person's Info

This article explains how you can Refresh a Person's information anytime.
Written by Thomas Hall
Updated over a week ago

Report or Remove Bad Data

This article explains how you can Report or Remove bad Data.
Written by Thomas Hall
Updated over a week ago

Deleting a Person

This article explains how you can delete a Person in your offrs Account.
Written by Thomas Hall
Updated over a week ago

Adding/Removing a Tag to a Person

This article will show you how to Add and Remove a Tag from any Person.
Written by Thomas Hall
Updated over a week ago

Creating a Reminder for a Person

This article will show you how to create a reminder for a specific person.
Written by Thomas Hall
Updated over a week ago

Viewing People in a Territory

This article shows you how to view your People that are in a single Territory.
Written by Thomas Hall
Updated over a week ago

View Person's Address

This article shows how you can view a Person's Address.
Written by Thomas Hall
Updated over a week ago

Exporting Your People in a .CSV File

This article shows you how to download a .CSV file of your People's contact information.
Written by Thomas Hall
Updated over a week ago

People's Pages You Recently Viewed

This article explains how you can easily go back and review the People's Pages you recently viewed.
Written by Thomas Hall
Updated over a week ago
Leads

Smart Data Leads, Lookup Leads, and Verified Leads Explained

This article will explain how we are finding you Smart Data Leads, Lookup Leads, and Verified Leads.
Written by Phoebe Mac
Updated over a week ago

Buyer Leads vs Listing Leads

This article will explain the difference between Nurturing Buyer Leads vs Listing Leads.
Written by Phoebe Mac
Updated over a week ago

Bonus Leads

This article will give a basic explanation of what Bonus (Previously Referred to as Orphan Lead) is.
Written by Phoebe Mac
Updated over a week ago

Overview of The Lead Dashboard

This article will show you all of the features of the Lead Dashboard.
Written by Phoebe Mac
Updated over a week ago

Download Leads from Lead Dashboard

This article will show you how to Download your Leads on the Lead Dashboard page.
Written by Phoebe Mac
Updated over a week ago

Manually Assigning Leads on the Lead Dashboard

This article explains how you can Manually Assign Leads to your Team Members using the Lead Dashboard.
Written by Phoebe Mac
Updated over a week ago

Un-Assign a Lead on the Lead Dashboard

This article is how you can Un-Assign a Lead from a Team Member. On the Lead Dashboard.
Written by Phoebe Mac
Updated over a week ago

How to Tell if a Lead is an Bonus Lead

This article will show you how you can tell if a Lead you have received is an Bonus Lead.
Written by Phoebe Mac
Updated over a week ago

What is a Hot Lead

This article will tell you what is a Hot Lead.
Written by Phoebe Mac
Updated over a week ago