Lead Management

My Pipeline

• Find and Merge Records
• Pipeline Overview
• List vs Campaigns vs Workspaces
• Prospect Record vs Lead Record
• Importing Prospects, Leads, Buyers and Contacts
• Exporting Prospects, Leads, Buyers and Contacts

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Lists

• List Overview
• Converting to a List

Campaigns

• Campaign Overview
• Assigning a Number(s) to a Campaign
• Manually Create a New Lead Record

Workspaces

• Workspace Overview
• Convert to a Workspace
• Lead Distribution For Your Sales And Acquisitions Team

Sellers & Properties

• Outsource a Lead or Property

Buyers

• Adding a New Buyer
• Sending a Buyer Broadcast on Mobile