Lead Management

LeadBoard

• How To Set Up And Use The LeadBoard Software In FreedomSoft

My Pipeline

• OVERVIEW: Leads Inbox + Active Conversations
• How To Save An Advanced Search In FreedomSoft
• How to Add Multiple Owners/Contacts to Records.
• How To Find And Merge Matching / Duplicate Records In FreedomSoft
• How To Track All Inbound Leads Using FreedomSoft's Leads Inbox
• How To Use Lists, Campaigns and Workspaces In FreedomSoft

See all 13 articles

Lists

• Using The Last Communication Field In FreedomSoft
• How To View All Seller And All Buyer Records In FreedomSoft
• Adding Your Most Frequently Used Lists To The FreedomSoft Home Page
• FreedomSoft Seller And Buyer List Overview

Campaigns

• FreedomSoft Seller And Buyer Campaign Overview

Workspaces

• Workspace Overview
• Lead Distribution For Your Sales And Acquisitions Team

Sellers & Properties

• How To Outsource A Lead Or Property Record To An External VA Or Team Member

Buyers

• How To Add Buyer Prospects And Active Buyers To Your FreedomSoft Account