FreedomSoft gives you the ability to store and organize both your buyer prospects and your active buyers.
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A buyer prospect is a potential buyer that you haven’t spoken with yet.
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An active buyer is a buyer that you’ve communicated with and confirmed that they want you to send them deals to review.
This separation makes it easy to keep your pipeline organized as buyers move from “potential” to “active.”
Where Buyer Prospects and Active Buyers Are Stored
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Buyer Prospects are stored in the Leads tab in a Buyer List.
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To learn more about Lists in FreedomSoft, click HERE.
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Active Buyers are stored in the Buyers tab so they remain separate from prospects.
Adding Buyer Prospects
- When you build a list of buyers using FreedomSoft’s Lead Finder tool, those records are stored as buyer prospects in the Leads tab.
- To learn more about using the Lead Finder tool to find buyer prospects, click HERE.
- As you communicate with each buyer and verify they want to receive deals, you can move them to the Buyers tab using the Convert to Buyer option in the orange More Actions button.
Adding Active Buyers
- To add a brand-new buyer directly into the Buyers tab, click the blue Add Buyer button.
- If you are bringing active buyers into FreedomSoft from another system, you can import them directly into the Buyers tab by clicking Import List.
- To learn more about importing data into FreedomSoft, click HERE.
Importing Buyer Prospects
You can also import buyer prospects directly into FreedomSoft:
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Click into a Buyer List in the Leads tab.
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Click the Import button.
Conclusion
FreedomSoft makes it simple to manage your pipeline by clearly separating buyer prospects from active buyers. Start with Lead Finder, convert prospects to active buyers as you confirm their interest, and keep everything organized in the right tab for easy follow-up and deal sharing.