How to Track and Measure Your Lead Sources (Video)
Watch this video to learn how to track and measure your lead sources. Learn how to view tracked lead sources in the Lead & Contact Center, how to measure the effectiveness of your lead sources, and more.
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Changing Your Lead Capture Popover Settings (Video)
Watch this video to learn how to change the settings on your website lead captures. Learn how to change the frequency and other settings on your website popover registration forms, along with best-practice around lead capture.
Navigating the Lead & Contact Center (Video)
Watch this video for a basic orientation on the Inside Real Estate CRM Lead & Contact Center. Learn about viewing and sorting leads, managing tasks, emailing leads, using click-to-call and click-to-text, and more.
Navigating the Lead Popover Window (Video)
Watch this video to get a basic orientation on the lead popover window in your Inside Real Estate CRM. Learn how to add to and change lead contact information; view lead website activity; manage tasks, emails, search alerts and action plans on your ...
How to Use Lead Notes (Video)
Watch this video to learn how to use notes in your Inside Real Estate CRM when managing and contacting your leads.
How to Reassign a Lead to Another Agent (Video)
Watch this video to learn about assigning and re-assigning leads to agents in your Inside Real Estate CRM.