Help > Lead Management > Creating Lead Accounts

Users of your site will have two means of entering their information into your lead database; through modal windows which prompt the user to enter information, or through the form on the Contact or Sign Up pages. Read more about using Modal Lead Capture in Settings: Lead Options. This information gets stored in your lead database, and any activity associated with that lead gets stored as well. This also creates an account for the user that they can log into at any time to see stored information that they select, such as favorite properties and favorite searches.

The second way a lead can enter their information is through the Contact or Sign Up pages. Here, the user is given a form to fill out including pertinent contact info, basic info about what they are looking for, and a section where they can fill in basic notes to send with their contact info.

By default, the email address the lead enters will be their username. Their temporary password will be emailed to this address; the user can change it at any time by logging into their account. If the lead chooses a particular agent to be associated with, they will be linked to that agent; otherwise they will be randomly assigned if you choose that option, or put in the general pool of leads otherwise.

Brokers and agents also have the ability to create a lead account manually through the back end of your site.

To create a new lead account:

1. Click on the CMS tab
2. Click on the Lead Management sub item
3. Click “Create New” in the upper right of the Lead Management view
4. Fill in information in the contact information fields; the Contact Info tab in the Create New Lead view is shown by default when you initiate the process of creating a new lead
5. Click on the Sales Info tab to add information specific to property your new lead will be associated with. Here you can indicate if the lead is new or has been brought it from a different lead management program, put in search criteria to associate with the lead, and referral source.
6. Click “Create” at the lower left of the Create New Lead view to save the new lead account.

Tip: creating a new lead in your Lead Management system allows you to send daily email updates to the lead based on their search criteria. This is a great way to keep your leads up to date on your listings.

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by admin

Posted on August 18, 2009 Filed Under Help | 2 Comments

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