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 lead; 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 Performance Center (Video)
Watch this video for a basic introduction to Inside Real Estate's Performance Center. Learn how to view and measure performance across the system, including metrics on individual agents, teams, website and lead sources.
Navigating the Team & Actions Center (Video)
Watch this video for a basic orientation on the Inside Real Estate CRM Team & Actions Center. Learn about changing profile information, action plans and email templates.
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.