Lead Management
How to profile, manage and engage your leads
Send an SMS agents with lead details when assigning leads
If you want to send an SMS of the lead information to the agent needing to follow up you can now follow these steps
Read More ⟶Merging leads and the rules applied
When leads enter a system from as many channels as PropertyEngine the chances that one lead comes via more than one is high causing duplication. We catch duplicates at the point of entry and flag them for administrators to de-duplicate before continuing.
Read More ⟶Create & re-use filter segments for leads
If you find yourself filtering by the same set of criteria every time you can create and save a that segment and have it readily available the next time
Read More ⟶Setting a Reminder for the Lead list view
To set a reminder against a particular lead you can configure them on the lead list
Read More ⟶Reminders
Keeping track of who to follow up on can be difficult, reminders makes it easy
Read More ⟶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
Read More ⟶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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