Leads Records are a place to collect information about potential sellers and properties. You might notice that in FreedomSoft, leads look very similar to properties. This is because they are basically the same with a few minor differences.
- Leads are properties that you do not yet own, but might be interested in
- Leads don’t have property specific tools, such as: syndication, broadcasts, or construction estimates
You can also convert leads to properties, once you’ve secured a contract.
Creating a New Lead Record:
1) To manually create a new lead record, click the “Add Lead” buttons throughout the Buyer and Seller leads section.
You can also add a lead from the "Dashboard" area and when viewing leads on a "Campaign".
2) Selecting "Add Lead" will bring up a form with fields for a seller contact and property address. There is also the option of selecting a lead campaign for the lead to be a part of.
Working with Leads:
Every property starts as a lead within FreedomSoft. Once you’ve come to an agreement with the seller, you can switch the lead to the "Contract Pending" or "Under Contract" status and you will be prompted to convert the lead to a property.
You can also convert the lead to a property at any time using the additional actions drop down menu on your lead.