By adding the "Roster Feature" to your account, you will be able to add agents to the Lead and Contacts System as "Roster Agents". Roster Agents do not have CRM access, but they do have a profile and will be … 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.