For real estate offices and agents looking to make an investment in online marketing and technology.
Questions? Call us at 617-266-9166
For real estate offices and agents looking to make
an investment in online marketing and technology.
Questions? Call us at 617-266-9166
Copyright 2010 Boston Logic Technology Partners
Terms of Service | User Guide
Lead Details
When viewing any list of leads, clicking a lead’s name will take you to their profile (details) page. Here you can edit information, reset the lead’s password, change lead status, and more.
The blue buttons shown below the name on any lead details page are quick contact event buttons that you can use to record common interactions with a lead with one click. They will be added to the lead’s event history with the event name and timestamp. Once the event has been added you can add more information if desired at any point. For example, if you click the “Left Voicemail” button, you can access the lead’s event history to add what was said in the message. The events will always be attributed to the person who clicked the quick contact event button.
To send any lead a message, simply click the “New Lead Message” button (second from the right in the top row of buttons on the lead details page). Simply add a title and body content and click “Send Message” to send.
Resetting Lead’s Password
A lead is able to reset their own password by clicking “Forgot Password” on the login page of your website. However, you can also reset it from the lead’s details page if need be. The lead will not receive a notification that their password has been reset; you must notify them of this change.
To update or edit a lead’s information, click the “Edit Info” button in the upper right of the lead’s details page (just below the “New Deal” button). This will allow you to add additional personal information, additional email addresses, and updated sales information if need be. If you change a lead’s status, this will be reflected in all lead tables.
Tip: Leads are classified as “New” until you specify otherwise.
Let Agents Claim Unassigned Leads
This feature, which can be turned on or off in your Settings page under Lead Settings, lets all users with lead management accounts see your Unassigned Leads pool. Any user can claim a lead and begin wirking with them right away – and if they decide not to work with a lead at a later time, they can reject the lead and send them back to the unassigned leads pool.
The ability to reject a lead assignment is available only if you have more than one lead management account. If an agent does not wish to work with a lead for any reason, they can reject the assignment and the lead will be put back into the unassigned lead pool. A notification of the lead rejection will be sent to the primary company email address.
**NOTE: Brokers are able to change a lead’s assigned agent from the Edit Info form, but agents are not.
Each lead’s details page is segmented into categories represented with individual tabs, which reveal useful information regarding a lead. Click each tab to review the information in each category.
Lead Info
Lead Info displays all personal and sales information about a lead including contact information, additional email accounts, sales info, and status. Personal information is visible to the lead in their account as well as their assigned agent and all Brokers on the lead’s details page. To edit a lead’s information, click the “Edit Info” button in the upper right of the lead’s details page (just below the “New Deal” button).
This section can be used to note the type of property the lead is interested in, their price range and move-in timeframe, and any relevant data pertinent to the sales cycle. This tool is especially useful for keeping track of the important dates in your leads’ sales cycles, such as closing dates and P&S due dates.
Email Updates
Leads can sign up on your website for daily email updates containing new or updated property listings that meet their search criteria. The email update search criteria they save can be viewed by selecting the Email Updates. Brokers and the lead’s assigned agent can change the search parameters that the lead has set if desired, and can add as many additional daily email update search criteria sets as needed. A maximum of two emails are sent per day; one for sales and one for rentals (if applicable). Each email contains all results for any search related to that listing type (sales or rentals). These emails are sent once per day only if listings which match the search criteria are newly listed or updated. Any property that is newly listed or updated within the past 24 hours will be included. A lead may make changes to their email update criteria at any time by logging into your website and visiting their “My Account” page
Setting up Daily Email Updates for a lead:
To send search results to a lead right away, click the “Send all Searches to (lead) Now” button. All listings which match the search criteria will be sent, not just those which are new or recently updated.
Stopping Daily Email Updates:
In the event that a lead wants to discontinue their email updates, follow these steps:
This will not delete the search criteria, but the lead will not receive updates unless you enable daily email updates for the search in the future.
Tip: you can choose to send daily email updates to a lead even if they have not chosen to receive them on their own. Follow the above procedure for any lead in your system and make sure to check the box labeled “Send daily email updates”.
Leads can elect to save searches as well as individual listings to the Favorites section of their account on the front end of your website. Both agents and leads can see this information. These are editable only by leads, not agents, to prevent accidental interruption of the user experience. Select these tabs to see which listings and search criteria your leads are most interested in on your website.
Tip: If a lead has not signed up for daily email updates, agents can use a lead’s Favorite Properties and Favorite Searches to determine what search criteria to configure daily email updates with.
This section shows which system tools the lead has used; here you will see a complete history of agent contacts, scheduled showings, emailed listings, and any contact form or dynamic form submissions.
The “Site Activity” and “History” tabs reveal some of the most useful intelligence you can obtain about your leads’ use of your website. These tools show agents very specific data about the activities a lead has engaged in while using your site. The Site Activity tab shows any searches a lead has performed and all properties the lead has viewed, regardless of whether the lead has saved them to their account.
History tracks significant changes to the lead account. Changes shown here include the time the account was created, events in the history of the lead such as changes to the lead’s status and priority level, and to whom the lead is assigned.
These tabs allow you to view any upcoming or past events and tasks associated with a lead. All tasks are color-keyed according to due date; a legend is shown above the tasks table. This list can include events or tasks that were assigned to an agent other than the lead’s assigned agent. This is often the case when a lead has been assigned to other users in the past.
Events and Tasks are able to be edited or viewed by simply clicking the task or event title. To learn more about Events and Tasks, please read the corresponding sections of this guide. (hyperlinks to appropriate sections)
Tip: When you schedule an event for a lead, the event shows up on your dashboard on the day of the event. Schedule a phone call, showing, or meeting, and the Sequoia system will remind you ahead of time so you never miss an event. Plus, any notes you take regarding the event are saved, so viewing the history of Events for a lead can give you even more insight into the sales cycle.
The Messages tab shows all messages that have been sent to, or taken regarding, the lead. Messages are shown here with a timestamp; clicking the message subject will allow you to view the complete message details.
Listings that are emailed to a lead or added to a showing sheet for a lead are recorded here. This allows you to easily reference which properties you have sent to each lead.