Integrated into LANDVOICE
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Integrated into LANDVOICE
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Still curious? Login into a Demo Database of Lead Manager - www.CRMRealEstate.com/trial.php
| newCREATE a SURVEY | 7 min | Create a Customer Survey for your web site of through email |
| newCHG TO ADMIN ROLE | 3 min | Lead Manager has two Roles to work in. Change to Administrator for full functionality |
| newDATE FIELD CALCS | 3 min | Users have asked, so here it is: Date Fields that are based on other date fields +/- n-days |
| QUICK ADD ToDos, Appts, and Notes | 3 min | When looking at the details of a record the user can quickly Add a ToDo, Create an Appointment, and Add a Stream of Notes to track details and |
| SECTION GROUP DISPLAY | 4 min | Layout detail screens to display data behind a drop-down curtain. Excellent for "display on demand" data that only certain records may require. |
| CALENDAR - NEW STYLE | 4 min | Users have a choice of a New Calendar look and functionality w/ drag and drop appointments and tasks |
| OVERVIEW | 5.0 min | Introducing the Productivity Engine created by combining the two applications |
| USER TRAINING | 3 videos | The Main Screen, People, Properties and Calender use |
| LANDVOICE DOWNLOAD | 4 min | The Landvoice subscriber can have access to their FSBO data instantly and manage the prospecting details |
| MAKE e-MAIL TEMPLATES TO SEND | 7 min | Create e-mail templates that can be used with the People data or the Property data to correspond efficiently |
| ToDos or TASK MGT | 4 min | Managing a task list or ToDos |
| DEADLINE MGT | 4 min | Calendar dates for managing the property transaction can be monitored from the Main Page |
| AUTO LEAD MGT | 3 min | Auto Marketing - Overview of the add-on capability that makes the Data Engine w/ Auto Marketing. |
| VIEWS AND REPORTS | 2 videos | Views and Reports - Data lists are called Views, Reports are tabular output |
| CUSTOMIZE YOUR LAYOUT | 7 min | Control the Layout of your data capture and display fields - Create an application with different looks for different Roles |
| TRACKING NOTES AND HISTORY | 4 min | If you want to quickly add notes to your records and get a snapshot of the record history - The Details Tab works great |
| DRIP e-MAIL PROCESS | 8 min | Process Building - build a drip e-mail campaign, build a sales process, use the Process Builder to assign a group of ToDos |
| SETUP VIEWS AND SEARCHES | 3 videos | Create views for everyday use. Learn to search the database and send a group e-mail. |
| PREFERENCES | 3 min | Guide to setting up personal preferences for the user |
| IMPORTING DATA | 3 min | Guide to importing data in bulk from Excel spreadsheets |
| SYNC WITH OUTLOOK | Guide to an efficient tool for syncing your database with MS Outlook | |
| Help & Support | Web | Help and Support web site for the generic application for general business use. |
| Quick Start Guide | Printable guide that walks the user through the application | |
| Data Flow | Follow data through the application: create people, properties, emails and interests. | |
| Web Support Portal | Web | Go to this site to enter application questions or feature usage questions |
| Custom Reports | Reports are useful to displaying tabular data from the database |
Main Screen - where alerts, bookmark links to other apps, and calendar entries are displayed.
People (Contact Tab) or Properties (Opportunity Tab) - from here, drill down to see
Detail Information. While at the detail page you may also
Review and Edit information on a person or property or
Send Correspondence to a property owner. From the
Main Page or from a
List Page, you have
8 different Views or List Displays that allow you to sort and organize the people and properties you're tracking For instance, you may want to see a list of properties, but only those
Properties that need Urgent Follow Up or some other criteria like Buyers or Sellers. You may
Schedule a Call or Appointment from the Main Page or a Detail Window. And, from any page you can
Search for Your Data regardless of where it might be in the database.
If you asked for login information to the Live Lead Manager from the form above - You should see the e-mail in your inbox. Thank you for your interest