Lead Management

  • Clean Up Lead Records

    Leads go "inactive" when they haven't either logged into your website or been manually updated in 60 days. You...

    Jan 11, 2016 12:08PM PST
  • CRM Integration for Agents

    With an IDX Broker Office account it is possible to automatically syndicate leads that get assigned to one of ...

    Apr 21, 2017 09:05AM PDT
  • Import Leads into Top Producer

    Top Producer is a 3rd party web application designed to give Agents and Offices a way to manage leads and emai...

    Jan 25, 2016 01:34PM PST
  • Widget - Lead Signup

    This article focuses on a Platinum-only feature. The Lead Signup Widget provides you with an easy way to em...

    Jun 29, 2015 10:08AM PDT
  • CRM Integration via Email

    This article focuses on a Platinum-only feature. Many Client Relationship Management systems have the capab...

    Jul 12, 2016 07:55AM PDT
  • Lead Assignment Priority

    In office accounts, if lead routing is enabled, there are many routes upon which leads can be sent. Some metho...

    Nov 09, 2016 10:52AM PST
  • Save Lead Export

    This article focuses on a Platinum-only feature. Once you are able to export leads as shown in this articl...

    Mar 24, 2017 09:08AM PDT

Contact Us

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