People & Leads

Topics regarding the People and Leads in your Farm.

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17 articles in this collection
Written by Angela Casale

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

Bonus Leads

Learn what a Bonus Lead (Previously known as an Orphan Lead) is.
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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