Roster Agent is a permission level for agents in your Buying Buddy account. Adding agents as Roster Agents is a cost effective way to add all your agents to your Buying Buddy account. NOTE: Roster Agents do NOT have access … Continued
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
The concept of Roles allows multiple Users to work jointly with the same lead.
Personalize your emails with your own 'signature', and optionally create a custom email header too. When emails are sent from your LAC account, they will include any 'email header' and 'signature' that you have set up. Signature 'Signatures' will get … Continued
"Linked User" is a concept that typically only applies to Multi User (office or team) Accounts. A linked User is one who has a separate Single User Account (or is a Lead Manager in a separate multi-user Account) who wishes … Continued
Sales Steps and Forecasting is a great way to track your sales opportunities and is available to all types of users (single or multi-user accounts). With a little planning, Sales Forecasting will give you great insights into how your sales … Continued
When a new lead registers in a Multi-User Buying Buddy account, there are three consecutive levels of options that can assign the lead: General Lead Assignment Policies Territory Assignment Round Robin / Manual Assignment - THIS ARTICLE This support article … Continued
You can import leads to your Leads and Contacts account by including the lead's info in the body of a specially-formatted TEXT email. To Import a Lead Send a specially formatted ** PLAIN TEXT** email to the designated email address (do … Continued
How to work with leads, the Lead Detail page, notes, email actions and activity history (Video LAC-107)
We have an extensive selection of training videos for using the Leads and Contacts system. Login to your Leads and Contacts account and click on "Help & Support" in the menu to view these videos.