Lead Management

How to profile, manage and engage your leads


Setting a Reminder for the Lead list view

To set a reminder against a particular lead you can configure them on the lead list

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Reminders

Keeping track of who to follow up on can be difficult, reminders makes it easy

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Dealing with an unknown marketing source that needs mapping

In this article we deal with how to handle setting up an new unknown marketing source when it arrives on PropertyEngine

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Overriding Marketing Source with UTM Tags

If the leads from your website are sending through UTM Tags you make want to use the values as marketing source

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