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Leads

Learn how to manage leads

7 articles

Create a Lead

Leads are contacts or properties that have an active lead status. This helps you organize important contacts in your sales pipeline. Login to your Partner Account Cr…

1 min read

Lead Status

1 min read

Email to Lead Integration

Leads email integration is powerful Perfex feature who allow you to integrate leads from your email address. You can setup email forwarder from any form you are usin…

5 min read

Lead Source

The major benefit of using a system like Better Sales Pro is the ability to track and analysize data. Lead sources are a data point to reflect on where a lead (conta…

1 min read

Assign lead to staff member

Open a lead and simply select the staff member you want to assign the lead. After submiting the staff member will receive notification that you have assigned this le…

1 min read

Owner Lookup

Owner Lookup There are three major parts of your profile within the software system. These include the public profile that is visible to any web user, a profile that…

1 min read

Import Data from Cole Realty Resource

New Article for contacts

1 min read