3 - Leads & CRM
About Property Search Alerts
What are Search Alerts? Search Alerts are automatic property updates sent to leads via the CRM. Search Alerts are automatically created for new leads and contacts upon sign up, and fire a notification when new properties matching their specified ...
Getting Started with the Inside Real Estate - Zapier Integration
You can connect your Inside Real Estate system with many other web applications using Zapier (http://zapier.com), a web solution that helps many online applications work together. Before getting started on creating the integration between another ...
Import via Email: Importing Leads (csv file) via your Lead Dropbox Email Address
Inside Real Estate has released the ability to import leads into the your CRM by using the Lead Dropbox functionality that you use for all of your other Lead Dropbox Sources (see Lead Dropbox Overview for more information on using Lead Dropbox). This ...
Lead Dropbox - Email Forwarding with Outlook
To forward leads to our Lead Dropbox, you must set up email forwarding or redirection in the email account at which you receive emails from supported sources. This tutorial shows you how to set that up in your Outlook account. Set up Email ...
Lead Dropbox - Email Forwarding with Gmail
To forward leads to our Lead Dropbox, you must set up forwarding and filtering in the email account at which you receive emails from supported sources. This tutorial shows you how to set that up in your Gmail account. You'll first want to follow ...
How to View and Sort Your Leads
How to Change the Status of a Lead
How to Login to My Agent Website
Please review the video below to Login to your Agent Website.
How to Use Click-to-Call and Click-to-Text
How to Edit My Agent Bio (Video)
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.
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.
How to Create a Property Search Alert
Watch this video to discover how to create a property search alert in your Inside Real Estate CRM. Learn what search alerts are, how they work, and how you can edit and create new property search alerts.
How to Find and Use Email Merge Codes (Video)
Watch this video to learn about email merge codes in your Inside Real Estate CRM. Discover where to find and how to use email merge codes when sending emails to contacts and leads.
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 Create a Custom View for Your Leads (Video)
Watch this video to learn how to create and save custom views for your leads in your Inside Real Estate CRM.
How to Send an Email to Your Leads/Contacts (Video)
Watch this video to learn how to send an email to your leads and contacts.
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.
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 Create a Task (Video)
Watch this video to learn how to create and manage tasks in your Inside Real Estate CRM.
How to Delete a Contact or Lead (Video)
Watch this video to learn how to delete a contact or lead in your Inside Real Estate CRM.
How to Add a Contact or Lead (Video)
Watch this video for a short introduction on how to add contacts and leads to your Inside Real Estate CRM.
Importing Leads or Contacts into Your CRM
You can import leads or contacts into your CRM with a simple or advanced CSV import. Most people can use the simple import options, with fewer fields available, some people will find the advanced lead import more suitable to additional field data ...
Using Lead Groups/Tags (Categories)
This video describes the use of Lead Groups or Tags in the CRM. Lead Groups are often referred to as Tags, and are very similar to categories of leads. Lead Groups are flexible and can help drive automation, marketing lists and campaigns and other ...
How to Send and Receive Email from Leads & Contacts
There are a variety of ways to simply and effectively send and receive emails with leads. This article will focus on Personally emailing leads, rather than automated Emails that can be sent from the system. For more information about automated ...
Assigning Leads to Agents and Lenders
Leads in the system can be assigned and re-assigned to agents or lenders within the Lead and Contact Center. To learn about Automatic Lead Distribution, view the article here. Assign or Re-Assign a Single Lead To assign or re-assign a single lead, ...
Why do some leads come in as phone numbers and show 'Tracked Call'?
You may find a new lead in your system with only a phone number in place of the 'First Name' and 'Tracked Call' as the lead source. Tracked Call 'Tracked Call' means that this lead came into the system by calling your trackable phone number, and that ...
How to Edit a Contact
To located a contact, all you have to do is search for them using the quick search in the back end. Here's how to find a contact: 1) Login to the back end of your websites 2) From the Lead & Contact Center, click in the quick search box 3) Type the ...
5 Minute Lead Follow Up Tips
5 Minute Lead Followup For lead followup best practices/stats, click here When following up with leads, time is of the essence. Inside Real Estate enabled both email and text alerts to immediately notify you any time a new lead registers or is ...
How to Add and Edit Search Alerts
How to Add a Search Alert in the CRM: Search Alerts are automatically created for a contact upon website sign up or automatic import via the Lead Dropbox . The default search alert criteria (location and price range) is set upon a leads very first ...