FreedomSoft allows the ability to move Seller and Buyer records between lists and into Workspaces.
There are multiple reasons for this functionality, below are two examples.
- Move Between Lists: Say you created two separate vacant property lists in the same market and would now like to combine them. The records in one of the lists can easily be moved into the other.
- Move From List To Workspace: Say a new list was built and then skip traced and you'd like a member of your sales team to start calling these prospects. These records can easily be moved into the team member's Workspace.
Note that records can not be moved or distributed into Campaigns in FreedomSoft since Campaigns exist to capture inbound leads. This functionality was created by design to maintain the integrity of the Leads Inbox in FreedomSoft.
To move records between Lists and/or Workspaces, follow the steps below.
1. Click into the List or Workspace that contains the records you would like to move and select them. The selected records will all have a check mark in the box you see below.
2. Once selected, hover over the Distribute To button, select the Lists and/or Workspaces that you'd like the records moved to and click Apply.
3. Keeping the same records selected, hover over the Remove From button, select the current List or Workspace that the records live in and click Apply to remove them.
The selected records will now be fully moved over to the new List and/or Workspace that you selected.
Note - if you only do the Move To step above, the records will live in multiple Lists and/or Workspaces simultaneously. The records won't be duplicated but you will be able to access them via multiple Lists and/or Workspaces.