Lead Management

LeadBoard

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

My Pipeline

• Leads Inbox + Active Conversations Overview
• How to Save and Manage Advanced Searches
• How to Add Multiple Owners or Contacts to Records
• How to Find and Merge a Single Duplicate Record
• How to Use the Leads Inbox to Track All Inbound Leads in FreedomSoft
• How To Use Lists, Campaigns, and Workspaces in FreedomSoft

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Lists

• Select Any Number Of Records, Leads, Buyers Or Contacts
• Last Communication Field – Track & Manage Lead Activity
• How To View All Seller And All Buyer Records In FreedomSoft
• How to Add Your Most Frequently Used Lists to the FreedomSoft Home Page
• FreedomSoft Seller and Buyer Lists: Overview and How to Use Them

Campaigns

• Seller & Buyer Campaigns – Overview and Setup
• How to Assign a Number to a Campaign in FreedomSoft

Workspaces

• How to Use Workspaces in FreedomSoft
• 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 and Manage Buyer Prospects and Active Buyers in FreedomSoft