Organize Leads with Tags, Groups and Categories

Organize Leads with Tags, Groups and Categories

Tags, Categories and Groups and methods to help you organize and find your leads. In summary, Categories are designed to offer you a structure for organizing your leads. Categories are organized into Groups. Tags are different - they have no … Continued
How to Capture Leads from a Marketing Campaign for Your Team

How to Capture Leads from a Marketing Campaign for Your Team

Here is a summary of how to use MBB features with the LAC to capture leads from your marketing campaigns, e.g. Google PPC or Facebook etc. These ideas apply to a Single-User Account or to a Multi-User Team or Office … Continued
How to Work with Your Leads

How to Work with Your Leads

As your marketing progresses, you will have more leads in your account. Lead Summary Panel The lead summary panel shows a list of all your leads. At the top of this panel there are several buttons that are predefined filters, … Continued
Archiving Leads

Archiving Leads

What do you do with leads that you're done with now, but still want to keep? ...You archive them! Archiving a lead will remove the lead from your summary view BUT WILL NOT REMOVE THE LEAD FROM THE DATABASE. Archived … Continued
Multi-site Support

Multi-site Support

A single Buying Buddy Account (single-user or multi-user) can contain and support multiple websites. For multi-user accounts, websites may also be assigned to Users. Additional domains/websites must be Authorized to be added to an Account. Please submit a Help ticket … Continued