User Manual

User Manual
TEAM LEADS INC.
Online Lead Generation & Management Software
PlatformUser Manual
BROKER/ ADMIN PERMISSION
T E A M
L E A D S
P L A T F O R M
U S E R
M A N U A L
Table of Content
INTRODUCTION ............................................................................................................................... 3
Questions about our Platform…? .............................................................3
Broker and Administrator Guide ......................................................................................................... 4
Main Header ...................................................................................................................................... 4
Agent Dropdown Box – BROKER ONLY ..................................................4
Lead Search bar .......................................................................................4
Welcome Icon ..........................................................................................4
Help icon ..................................................................................................4
Dashboard – BROKER ONLY ............................................................................................................ 5
Traffic Dashboard .....................................................................................5
Agent Accountability .................................................................................5
Scorecard .................................................................................................5
Today ................................................................................................................................................ 6
Events ......................................................................................................6
Tasks .......................................................................................................6
Showings .................................................................................................6
Manage Leads ................................................................................................................................... 6
Buttons Overview .....................................................................................6
Filters Overview .....................................................................................11
Mass Buttons Overview ..........................................................................14
Tasks .....................................................................................................16
Lead Profile ..................................................................................................................................... 16
Blue buttons ...........................................................................................16
White buttons .........................................................................................16
Lead Lifeline ...........................................................................................16
Visit History ............................................................................................17
Tasks .....................................................................................................17
Add Showing ..........................................................................................17
Email ......................................................................................................18
Notes......................................................................................................18
Call Log ..................................................................................................19
Listing Alerts...........................................................................................19
Edit Listing Alerts....................................................................................20
Communications Timeline ......................................................................20
Drip Plans ........................................................................................................................................ 20
Drip Dashboard ......................................................................................20
Add/Edit Plan .........................................................................................21
Pause Options........................................................................................21
Activity time of day .................................................................................21
Auto Start Statuses ................................................................................22
Auto Start Drip Plans ..............................................................................22
Regular/Fixed Date/Holiday ....................................................................22
Agents – BROKER ONLY ................................................................................................................ 23
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T E A M
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Agent Dashboard Page ..........................................................................23
Agent Edit Page .....................................................................................24
Coming Soon ................................................................................................................................... 24
Dashboard - Coming Soon .....................................................................24
Add a listing............................................................................................25
Calendar .......................................................................................................................................... 25
Calendar View / Share – BROKER ONLY ..............................................25
Create Event ..........................................................................................26
Coaches Corner............................................................................................................................... 26
Add – BROKER ONLY ...........................................................................26
View .......................................................................................................26
Ideal Leads ...................................................................................................................................... 27
Dashboard..............................................................................................27
Priority Leads ................................................................................................................................... 27
Tracking .................................................................................................27
Action Icons............................................................................................27
Auto Tasks – BROKER ONLY ......................................................................................................... 28
Library Auto Tasks .................................................................................28
Add Task ................................................................................................28
Edit/Delete Task .....................................................................................29
Settings .....................................................................................................30
Manage General Settings – BROKER ONLY .........................................30
Manage Property Details Widgets & Display Info – BROKER ONLY ......30
Manage Property Thumbnails – BROKER ONLY ...................................31
Cole Realty (Pre-authenticated login) - BROKER ONLY ........................31
Manage Custom Pages – BROKER ONLY.............................................32
Manage Testimonials – BROKER ONLY ................................................32
Manage Property’s Detailed Information- BROKER ONLY .....................32
Manage Advanced Search Settings – BROKER ONLY ..........................33
Search Widget ........................................................................................34
Gmail......................................................................................................34
Vulcan ....................................................................................................35
Bomb Bomb ...........................................................................................35
Emails ....................................................................................................35
Listing Alerts – BROKER ONLY .............................................................36
Leads Imported ......................................................................................37
Manage Lead Import Sources ................................................................37
Lead Import Template ............................................................................37
Lead Profile ..................................................................................................................................... 38
Property Info...........................................................................................38
Showing Feedback .................................................................................38
Market Analysis ......................................................................................38
Prospectives...........................................................................................39
Cole Realty.............................................................................................40
Questions for Team Leads: .............................................................................................................. 42
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T E A M
L E A D S
P L A T F O R M
U S E R
M A N U A L
1
Chapter
INTRODUCTION
Sell MORE Homes with Team Leads!
W
elcome to Team Leads! On the following pages you will find
concise instructions and helpful hints to pave the way for your
new Platform. We have also provided you interactive help
within your actual Team Leads Platform, as well as helpful training videos
accessible from our Platform.
You can read through this manual on its own, you can refer to it while using
your Team Leads Platform, and you can make notes on the left-hand
columns, or jot down questions on the Questions for Team Leads page
at the end of the manual.

Questions about our Platform…?
We are here to help you with any question or concern you have with your
platform. However, we do ask that you refer to this manual, our videos,
our integrated platform help feature, or our FAQ list before you send us an
email or give us a call. Due diligence on your part will allow us to better
serve our entire Team Leads client base. If, after consulting these resources,
you still have a question, feel free to give us a call, an email, or raise a Ticket
from the platform itself.
Please see our Contact & Support section at the end of this manual for
support contact information and options.
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Broker and Administrator Guide
BUYER SIDE
Main Header
Agent Dropdown Box – BROKER ONLY
This dropdown allows you to alias into any of your agents’ personal Team
Leads accounts. By having this accessibility you can oversee their entire
activity level and manage without being seen.
Please note: After aliasing in an agent’s account you must log
back in to access your account again.
Lead Search bar
This lead search bar is available on every page of our system for easy access
to any leads profile page. You have the ability to search by lead name,
phone number or email.
Welcome Icon
Here you will see the different views you have access to as well as the
settings and log off button
Help icon
The right hand side of the header allows you to input a support ticket when
concerning a: question, suggestion, adjustment, etc. Upon submission you
will receive an email with the ticket details. Additionally, the information
will display on the page upon clicking submit.
Upon completion of the ticket by the Team Leads staff you will receive an
email notification that it has been closed. Submitting a ticket is the quickest
way to get in touch with our team. The left hand side of this box is for
contextual FAQ's/Glossary to try and assist in any questions you may have
prior to putting in a trouble ticket.
Please note: Based on the page you are on when you submit
the ticket we will list common questions and answers.
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Dashboard – BROKER ONLY
Traffic Dashboard
This is a snapshot of all traffic sources being driven to your consumer site.
Here you can see percentages and ratios of registered and non-registered
leads. This dashboard also shows: all imports, Vulcan 7 leads, 800 phone
call leads and any 3rd party leads from integrations sources such as Zillow.
Agent Accountability
This is high-level overview of all of your agents’ daily activities.
- Phone calls will show up here if they were done via a Vulcan dial
session or if a call is logged manually.
- New Leads have a hyperlink that allows you to go directly to their
lead profile.
- Average time to call shows how long it takes for an agent to call the
lead.
o Please note: If a red hyperlinked number shows up that
indicates the lead(s) has yet to be called. Additionally,
the average time to call monitors only between the
hours of 8am-8pm local standard times.
Scorecard
You have the ability to create a team scorecard to put everyone on the same
playing field or create individual scorecards that could be based around their
personal goals and your expectations.
When clicking on the name of an agent you can exclude specific days of the
week that will not affect the overall valuation of the scorecard. You can also
weight any of the listed categories.
For example: You may personally think calls made are more valuable
than showings, in which case you have the opportunity to weight
them at the percentage you desire. The weights will be reflected in
the total score.
Please note: any daily tasks for your agents will increase the
goal number for each category. Example: Josh has 10 calls to
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make as a goal, and 5 previous tasks for calls - it will show he
needs to make a total of 15 calls for the given time period.
Today
Events
Today’s events will synchronize with your calendar as well as with Google
services if you have previously synchronized your account.
Broker/Admin – Has the ability to alias into any one of their agent’s
today’s dashboard.
Tasks
Today’s Tasks will list any calls, emails, appointments, showings, etc. If an
agent is unable to complete a task on the specific day it’s listed, the task will
then move to the “past due” section. Tasks that are completed on this page
will be reflected on the leads profile, and vice-versa.
Broker/Admin – This feature ensures the agent will be accountable to
their tasks, as well as gives the broker the privilege to oversee all efforts and
productivity.
Showings
Any of today’s showings will be listed here, but you can also customize the
date range to view upcoming or past showings.
Manage Leads
Buttons Overview
Buttons: Import Leads – BROKER ONLY
Steps to importing leads into Team Leads Platform
LEAD EXPORTS STEPS:
1. Export your Leads from your current Lead Platform (e.g. Top
Producer, Boomtown) and save on your computer. The export can be
a .CSV, .XLS, or .XLSX file. Consult your software’s FAQ/support if
you do not know how.
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2. Open up the exported file and review it; remove ALL lead data that is
either not current (e.g. more than 1 year) and/or if leads are on a donot-call/opt-out list.
This step is a must; emails sent leads have the option of being marked as
“abuse”; after three such notifications, the BombBomb email client will
suspend your email account.
The next steps require intermediate spreadsheet skills, but and is highly
recommended:
3. Open up the exported file, and ensure there are no extra characters in
the Phone number columns (e.g. dashes, parenthesis, spaces, text
characters). Your phone numbers should look like this: 1234567890,
NOT (123)456-7890
Using your spreadsheet’s “Find and Replace” functionality is the best
method. Select the appropriate column (ensure ONLY the data in that
column is highlighted), FIND a “character”, and REPLACE it with
nothing (see screenshot below).
4. Separate your Seller, Buyer, and Aftercare Leads into three separate
spreadsheet files (the Team Leads Platform currently uploads these
INCORRECT– Find and Replace
Characters
CORRECT
Formatting
lead types separately).
Please note: Do not upload more than 4000 leads at a time
5. Log into the Team Leads Platform, select the “Leads Icon”
then select
on the middle-top of your screen.
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, and
6. Select the
button, navigate to where you saved your
exported file, and double-click it.
7. Back in the Import Leads/File Upload window select the
button.
8. Read the Import Rules, check each box; then select
9. Lead Export/Import Data Mapping: Finally, follow steps below to
map your exported Leads into the Team Leads platform:
 Name your Import - Insert the name of your exported file (e.g. “Top
Producer, Buyer Leads”).
 Leads State - Select whether the Leads are Buyer, Seller, or
Aftercare.
 Lead Status - Insert a single custom status for all of your imported
leads (ex. “Top Producer”, “From Newspaper”, “Referral from
Friend”), or leave the box blank to use the status previously given to
your leads. If left blank, the Leads will have “New” as their status.
Please note: If you want to insert “customized statuses” for individual leads,
open up each exported spreadsheet, create a new column, and name it Lead
Status.
 Assign to Agent - Select the Assign to Agent button and select the
Agent you wish to assign. Or, if left blank, and your spreadsheet has a
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column(s) called “Agent Full Name” the appropriate name will be
taken from there.
Please note: You can also do the same steps as in “Lead Status” to create a
custom “Agent Full Name” column, and manually assign each Lead to a
specific Agent.
10. Under the Data
Mapping area in the
middle of your screen,
using the individual
drop-down arrows,
match your exported
columns with Team
Leads’ columns.
Referring to the screen
shot on the next page,
the
“Your
Field
<name>...” items are
columns from your
exported file, and the
drop-down boxes are
Team Leads’ columns,
with which you need to
match your data.
11. Once you have matched
all boxes, go back to the
left-hand side of your
screen; if you wish to
send an email to all your
imported Leads, place a checkmark in the Send Email checkbox.
Leads will receive a pre-defined email with a user name and
password.
12. In the Send Date box, insert the date you wish to send these emails.
Please note: DO NOT select this option if you ARE NOT 100% sure
that all your leads would want this email.
15. Lastly, select the Start Import box.
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Please note: Depending on the size of your file, it may take 1-2 hours
for your Leads to upload, and appear in your Team Leads
Platform. Upon completion you will receive a notification email with
your import data. Additionally, you can drill down through
“Settings”  “Imports”.
Buttons: Add a Lead
Please ensure all required fields are filled out prior to adding a new lead.
Our system requires first name, last name, email and primary phone
number. We understand you may not always know both the email and
phone number, however for this lead to save in our system you must
populate one as required.
Buttons: View Trashed Leads
Here you can view trashed leads, notice you can view their profile but you
are unable to edit unless you "untrash" them. The reason we keep the
archived data is because a lot of our teams like to circle back and re-scrub
these leads for validity. One man’s trash is another man’s treasure we say.
Buttons: Edit Statuses – BROKER ONLY
Only the broker is able to add and edit statuses. Brainstorming a number
of statuses with your team is the ideal way to generate this list. Feel free to
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customize them any way you wish, the more detailed statuses the better you
can filter and sort your leads.
Status titles can range from a location, an import name, a price point, etc.
You will be able to filter these statuses to view all leads with a specific status.
Please note: You are able to drag and drop all statuses in any
order you choose - the order of which adjusts on the manage
leads page as well for easier, more convenient navigation.
Filters Overview
Filters: Sort by:
By selecting any of the filters listed you will be able to view specifically the
criteria you selected. The page will refresh once selected and the leads will
appear based on that sort option. This is beneficial for your mass calls or
emails. By clicking on the check all you can easily mass email all leads, start
a dial session with all leads, share, trash or transfer by selecting the buttons
at the bottom of the page. You will notice you can filter the amount of leads
viewable per page, which will allow you to email or call more than the
defaulted 20 that appear.
Filters: Show by Status:
This will display only leads that have a specific status. You can display
more than one status at a time by clicking on multiple statuses. This
allows you to drill down on specific leads based on their status.
Filters: Search by:
This search bar allows you to type in the email, name and phone number
of any lead you are searching. As you type this information the lead data
will auto populate. Notice you can filter by active, trashed or all leads here.
By default the search bar is set to active leads only.
Icons: Statuses
This icon appears as a colored dot, and appears to the right of the leads
name on the manage leads page.
When hovering over it will display the name of the status. These statuses
are reflected on the lead profile page as well once the page is refreshed
Icons: Add a call log
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This icon appears as a telephone, and is located to the right of the colored
dot status for each lead.
This is where you are able to log a call manually outside of the dialer. This
feature can be done on the manage leads page, lead profile page and the
todays task page.
Icons: Send an email
This icon appears as an envelope, and is located to the right of the
telephone icon.
When sending an email you will notice subject is a required field, and you
have the ability to add an additional email address in the custom email box.
The rich text editor allows you to format the email to your liking including
adding an attachment, image, aligning the email, and giving you numerous
styling options.
For the more advanced users you are able to click on "source" and adjust/
paste in source code from 3rd party templates, newsletters, etc.
On the right side of the email sending window, you can save your current
email as a template, use an existing template you have previously created or
add a video and/or image to the body of the email.
Adding a variable allows you to send multiple emails without having to
customize each one. Some of the variables include: leads name, your
consumer site URL, time of day, your details such as: cell phone number,
email, name, signature and many others.
Icons: Add a note
This icon appears as a piece of paper with the corner folded. This is located
to the right of the envelope icon meant for emailing.
Hovering over the note shows the last note that was entered for that lead.
Notice you can add a note to the lead by clicking on the icon. From there
you are able to share/notify the corresponding lender with the note you
added. Sharing a note means it will show up on the lender's notes for the
lead, and notifying the lender will send them an email of the note
immediately.
Icons: Visited (last time on site)
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This icon appears as a clock and is located to the right of the note
icon.
This icon indicates the last time the lead was on your consumer site.
When the clock is green it means they have been on within the last 24
hours, yellow is the last 7 days, and red is beyond that.
Icons: Average Price point
This icon appears as a dollar sign and is located to the right of the clock
icon.
This icon shows an average price of all homes viewed by the lead on your
consumer site when hovering over it.
Icons: Showings Scheduled
This icon appears as a house and is located to the right of the dollar sign
icon.
When the house icon is green it indicates you have scheduled showings
with this lead, past/present or future. When it is black it means there have
been no showings scheduled for the lead.
Icons: Favorites
This icon appears as a heart and is located to the right of the house icon.
When the icon is red it indicates the lead has favorited one or more homes
on your consumer site.
When hovering over the icon it tells you how many homes have been
favorited by the lead.
By clicking on this icon it will bring you to your consumer site to show you
the home(s) thumbnails that were favorite by the lead.
Icons: Drip plan
This icon appears as a raindrop and is located to the right of the heart icon.
Hovering over the icon shows the name of the plan that the lead is on
whether it’s activated or paused.
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After clicking on the icon a pop up window will show all drip plans available
to add to the lead. Once a drip is activated you can also pause it on this pop
up window. When the raindrop color is green it indicates you have an active
drip plan for the lead, when yellow it means its paused and white indicates
no plan is set up for the lead.
Please note: When a drip plan is paused you can hover over
the description in the plan status to receive a more detailed
description of the reason the drip plan was paused.
For Example: If the reason is “Visited” under the plan status, by
hovering over the word “Visited” it reads: Lead visited web page
and logged in or Lead visited site from Listing Alerts
Icons: Listing Alerts
This icon appears as an eyeball and is located to the right of the raindrop
icon.
Hovering over indicates the number of listing alerts that are active, and the
last time one was emailed to the lead.
Clicking on this icon shows all the listing alert criteria that is active for the
lead in deeper detail.
Icons: Lead name
Hovering over any of the bolded lead names on the Manage Lead page will
show the total number of visits to your consumer site as well as the amount
of properties viewed by that lead.
When clicking on their name you will notice the box expands to give you
additional information to the lead without bringing you to the leads profile
page. Notice from this expanded view you can view the full profile, edit or
trash the lead.
Mass Buttons Overview
Mass Buttons (Bottom of Page): Vulcan dialing session
After selecting 1 individual lead or checking numerous leads you can click
on the Vulcan button at the bottom of the manage leads page to start a dial
session.
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After clicking on the Vulcan 7 icon you will be brought to the Vulcan /
Team Leads integration page. You will notice the dial session at the top half
of the page and the lead profile at the bottom half. Prior to calling you can
adjust your voicemail based on the types of leads you are calling. This
reassures each lead will get the correct voicemail. You will not hear the
voicemail being left but the next call will begin as your automated voicemail
is left - this is a big convenience to ensure more efficient dial sessions.
During your dial session you have the ability to include notes from the
call either into the lead profile directly or into the Vulcan dial window.
Adding it in either place ensures it is saved in the leads profile for
future convenience. Using any of the Vulcan 7 disposition sets after
the call also transfer back to the leads profile.
After one lead is called the dialer automatically proceeds to the next
lead in line to be called. With this happening the lead profile below
the dial window also changes to reflect the new lead being called.
Mass Buttons (Bottom of Page): Email selected leads
In the same way we can sort before beginning a dial session, you can also
sort leads for mass emailing using this button at the bottom of the page.
For Example: If you are interested in emailing all of your “Nurture”
status leads, you can set the filter to “Nurture”, increase the amount
of leads per page and select all checkboxes. This will ensure you will
mass email all of the leads at one time. Using a pre-designed
template to send to these leads in this situation can help save even
more time.
Mass Buttons (Bottom of Page): Transfer/Share Selected Leads
By selecting one or more leads, and clicking the "transfer" button at the
bottom of the page you can move these leads to any agent in the
buyer/seller or aftercare side of the system. This is helpful for someone
who is in charge of lead delegation.
Mass Buttons (Bottom of Page): Trash/Untrash
Trash or untrash large quantities at one time by selecting multiple leads and
clicking on this button.
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Mass Buttons (Bottom of Page): Add Status/ Remove status
Add or remove the statuses in a mass quantity by utilizing this button.
When clicking on “Add Status” you will notice all of your statuses will show
up with the colored dot associated with each. Just simply click on the status
you would like to add or remove to these leads, and it will immediately be
applied.
Tasks
You can click on the magnifying glass on the manage leads page to drill
down on tasks needed for completion. These show all of “Todays Tasks,
Past Due Tasks and Future Tasks”.
Clicking on the + icon allows you to quickly add a task for the given lead.
Adding a task will sync to yours or the agents "Today’s Dashboard" based
on the date entered.
Clicking on the ! icon allows you to view all the past due tasks for the lead.
Broker/Admin - when adding a task here you will notice you can add it
for yourself or for the assigned agent.
Lead Profile
Blue buttons
The lead profile page is an overview of all of the communications with a
lead. In the profile you have easy access to transfer, share, trash or edit the
profile. Any editing on the lead profile will reflect on the manage leads page
as well.
White buttons
Just like covered on the manage leads page, here you have easy access to
call, email, create a new task or note, add a drip or a call log all accessible at
the top of the lead profile page.
Lead Lifeline
Under the profile you will notice the Lead Lifeline.
Just above the “Lead Lifeline” text you will notice the amount of homes
viewed by the lead on your consumer site, there average price point, any
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showings that have been scheduled or the last time the user visited your
consumer site.
Lead lifeline is a snapshot of the communication you have had with the
lead. When scheduling an appointment you will notice you can be date
specific, give a title and a description to the event that syncs directly with
your calendar. If you have enabled Google services it will also sync to your
Google calendar.
Under lead lifeline you have the ability to mark the lead as closed. Upon
doing this it will ask for the closing date, once inserted it will move the lead
to our aftercare section.
Visit History
By expanding this pod you will notice individual date/time history of the
properties viewed by the lead. This is in order from the most recent to the
oldest viewed. Clicking on the “view details” text can see further details.
Upon doing so, the listing ID is clickable to take you directly to your
consumer site to view the property listed. If the "mortgage calculated" field
has a "yes" you can hover over to view the valuation selected by the lead.
This is very helpful for any lenders you are sharing the lead with.
Tasks
By expanding this pod you will see all the tasks for the given lead in
descending order of present, past due, future tasks. You can complete your
tasks from this pod by clicking on the blue button. You can also edit and
delete a task from here. If a task is completed in your Today’s Dashboard
it will move that task to “completed here” in the lead profile.
Add Showing
After clicking on properties to show you will notice a pop up window
allowing you to search properties by MLS ID number or address/location.
Please note: If searching by address/location you must fill in
the State/ Province and the City before being able to search.
This property search is dependent on the MLS we have set up for your
consumer site/ IDX feed. Once properties have populated you can view
the thumbnail and details prior to choosing the exact property you would
like.
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After adding these properties you have the option to generate the driving
route for the showing. Clicking "yes" displays the desired properties on
Google maps with text description of your route on the left and the map
view on the right of the screen
Please note: The starting location is based on the office
location of your brokerage. Additionally, you can reverse the
route by clicking "start from here" or change the starting
location by deleting the entry and inputting your current
address.
After generating the route you have the option to email the driving
instructions to the lead or print to have a hard copy on hand. If you prefer
to do neither you can be taken back to the lead profile by clicking on the
blue button.
Broker/ Admin – When adding a showing you can set a showing for
yourself or choose an agent on your team from the drop down to assign it
for them.
Email
Expanding the pod will display the last 3 emails sent or received from/to
the selected lead. Here you will notice the analytics provided on each email,
provided by Bomb Bomb. We are displaying if the email was: sent,
delivered, opened, clicked, opted out or resulted in an abuse claim.
The “Show All” button at the bottom of the pod will display a dashboard
for all email communications with the lead. Additionally, the search bar will
allow you to quickly search for specific parts of an email that you want to
display.
Notes
Here the functionality is consistent with email as you can search any notes
within our search bar as well click on "show all" to display all notes ever
written for the given lead.
You have the ability to add a note in the text box, as well as share with or
notify the lender assigned to the lead. After saving you can click on the
blue text on the note text to edit further.
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Please note: If you share or notify a lender and there is no note
currently assigned then the note will be saved for the time
when a lender is shared with the lead.
Call Log
Expanding the pod will put all calls in descending order listing the newest
first. Clicking on the blue text in the call log will give you the ability to edit.
Clicking on "show all" will display all the call logs ever created for the given
lead.
You have the ability to add a call log by clicking on the blue call log button.
Here you can adjust the phone number, assign a status for the number
dialed and add any notes into the log text box.
Please note: Assigning a call log status gives you many
different options. The statuses are separated by “status, action
and result”. Depending on the situation with the lead you
have many different assigning options.
Listing Alerts
This is a tool used to automatically generate emails based on the leads
previous search criteria.
Our system will automatically begin to suggest listing alerts 24 hours after
the lead has visited your consumer site. You can add these suggestions to
the automatically generated listing alerts to ensure your clients have the
most specific and targeted properties being emailed to them as they hit the
market.
You have the ability to choose the frequency of how often these emails are
sent, as well as being date specific if you choose weekly or bi-weekly.
Additionally you can select how many properties are shown in each email.
The blue hyperlinked text seen when expanding the listing alerts pod allows
you to view any properties created on that specific day that match your
criteria. You can also edit and archive any of these listing alerts at your
client’s request
Please note: The hyperlinked text that brings you to your
consumer site is only relevant for the specific time period
outlined. It does not allow you to view current day activity but
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only a snapshot of the specific criteria sent to the client in the
past.
Edit Listing Alerts
This page allows you to select the exact criteria your lead is interested in for
their new property. If a change occurs on either of those pages, it will also
occur here. The best time to create a listing alert would be during a Vulcan
dial session. While on the call with this lead you are able to narrow down
and create a specific search that they are interested in.
Please note: this page is identical to your "advanced search"
dropdown on your consumer site, as well as the “ideal leads”
page. The fields in “listing alerts” are customized for your
MLS and are interchangeable based on the needs of your
clients and your team.
Communications Timeline
Communications Timeline acts as a snapshot of the lead history for easy
viewing. It also allows you to filter exactly what you are interested in seeing
(Emails, calls, Notes, Visits, Showings, Listing Alerts) by default all filters
are available to be viewed, but if at any time you want to view a specific
filter just uncheck the box. If you share or transfer a lead the new agent
should be able to get up to speed very quickly by reviewing the
communication timeline for the lead.
Drip Plans
Drip Dashboard
We structure our drip plans in 3 parts.
You have your own plans, called "my plans', you have team plans - which
are shared within your own team/brokerage, and we have "shared plans" these plans are uploaded via the whole Team Leads community.
If you don't want to create a custom plan for yourself, we have a whole
library of plans available in the "shared plans" section that you can copy
over to your plans. Upon doing so you will be prompted to customize and
or edit your copied plan to ensure you only send intended material to your
clients. You can copy over as many plans as you would like however a plan
will only be sent to your clients once it’s set to "active".
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Add/Edit Plan
Clicking on adding and/or editing a drip plan brings you to the same drip
page called “edit drip plan”. When first loading this page you can create a
name for your drip, and a description as well as adjust the share option of
the drip plan.
Tip: Since we have integration with Bomb Bomb we suggest that
you create personal videos as steps within your drip campaigns.
Emailing a video to a lead proves as another form of communication
that can help enhance the chances for conversion.
Pause Options
Adding a pause option would be done when editing or adding a drip plan.
Pause options are important because a plan will run for the allocated time
unless you execute a pause option.
Example: a plan with 20 days will run consecutively even if a client
replies to an email or log a call, however if either of those are selected
as a pause option it will immediately pause the drip from continuing.
Only when you restart it manually will the plan continue.
You can notice if a drip plan has been paused on the manage leads page by
the color of the raindrop icon. If it’s yellow then it is paused, in which case
you can click on the raindrop icon and see the reason it was paused by
hovering over the status listed.
Activity time of day
This option can be seen when editing or adding a drip plan. It is located as
the 5th option down the page.
This functionality will be synced with your time zone, as it enables you to
trigger what time of day your emails will be sent out.
Please note: Choosing the activity time of day for a drip plan
excludes step 1 in the plan. Step 1 will be sent out based on the
wait time set when the drip becomes activated.
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Auto Start Statuses
Auto Start statuses are the next option in “edit drip plan” below “activity
time of day.”
All of the statuses you have created will appear here. Selecting statuses will
ensure that when the lead is assigned a status or multiple statuses that your
drip plan will automatically begin for that lead.
Example: If you create a status called "new", you can have a
corresponding drip plan called "new registration" that sends out as
soon as you apply the status to the lead. This will give you the ability
to send custom, automatic emails on a consistent basis targeted to a
specific client just by assigning a status to the lead.
Auto Start Drip Plans
Once the drip plan finishes we have provided the option for you to create
an automatic trigger to assign a new status to the lead. This is done from
the “edit drip plan” page.
After assigning a status you can also choose which drip plan will activate
immediately following the completion of the current plan. This
functionality is called "auto flow" and it allows seamless communication
through the life cycle of a lead.
Regular/Fixed Date/Holiday
When on the “edit drip plan” page you have the option to write a custom
drip plan based on a sending timeline specific for your needs, or you can
write one to send on a specific date or holiday.
These are the 3 choices you have through our system. All 3 provide the
same functionality, and can overlap in sending patterns.
Example: If I have a Regular plan set to send tomorrow, I have a
Fixed Date plan for the day after, and a Holiday plan that follows
the day after that - there will be 3 emails sent out from this plan on
consecutive days.
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You have the ability to repeat a step, as well as designating the timeframe
in which each step is initiated. The wait time can be set to send hours, days,
or months in the future. You have the option to set the communication
type as an automated email, a task for the agents to call the lead, or to send
a task reminder to physically mail a newsletter to the lead.
The system knows when the lead is on your consumer site; therefore we
have given you the ability to ask multiple questions based on the user
activity. If you choose a question you can have either a yes or no response
that you have pre formulated to send to the user - the system will
automatically send the correct email based on the yes/no activity of the
lead.
Broker/Admin - You can select which agent sends out the drip - as the
broker this is beneficial if you would like to set up a plan for one of your
agents as the email will send as them. All steps in a drip plan can be moved
up, down or deleted. We have also enabled the drag and drop functionality
for easier movement of a step.
Agents – BROKER ONLY
Agent Dashboard Page
- Here you will see all of your agents, a hyperlink to each of their
profiles, as well as the description of their role within the company
and email address.
- You also have the ability to show them on the site as well as have
them receive leads through a simple yes or no button.
- For lead delegation purposes you can set how many leads are
assigned to each agent per round. Agents can be deleted from this
screen as well.
- You have the ability to add an agent up to a limit of 10 agents. Any
additional agents added will be at a fee and must contact Team Leads
Support for assistance.
- All of this functionality remains consistent when clicking on the
lender tab on the page.
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o Please note: There is a built in a drag and drop feature
on this page that will reflect the order of agents
displayed on your consumer site.
Agent Edit Page
You as the broker have the ability to edit any agents profile at any time,
which could include their role within the company, their login info, image
that displays on your consumer site, or how they would like to be contacted
(text or email) for notifications to name a few.
Also, we have given you the ability to set a "personal agent page" for each
agent within his or her profile. This URL ensures they are the only agent
that is showcased on the consumer site. One benefit of having this URL is
so the agent can advertise or target strictly their clients. This can also be
beneficial as they can market this URL through business cards, marketing
apparel, magazine/newspaper/billboard advertising, etc.
Whatever is added to the "signature" field in the agent’s bio will appear
when the signature variable is added to any emails sent out. We have
provided a rich text editor for building the signature; the editor includes
images, links or different types of text.
The phone number added to the profile will be used when notifications are
sent to the agent.
Please note: We advise all agents to input their cell phone
number in their profile so they receive the notifications in real
time when new leads are assigned to them.
There is also an option at the bottom of the page that says, “Select an
agent to share your future leads with”. This option allows the broker to
share leads between agents automatically without having to do it
individually.
Coming Soon
Dashboard - Coming Soon
The Coming Soon dashboard will display any listings you have previously
added as Coming Soon within the last 30 days.
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Having this option allows the agent the ability to promote what the industry
calls a "pocket listing". This functionality will allow you to promote the
Coming Soon listing live on your consumer site prior to the property being
listed on the MLS. This feature is helpful because it allows your client to
see that you are promoting their property even before it is active on the
MLS.
The amount of time you are able to post it via your consumer site prior to
it hitting the MLS is dependent on each real estate board and their specific
regulations. Some boards differ from allowing it 24, 48 or 72 hours prior to
the listing hitting the MLS. Please consult your board prior to posting.
Add a listing
Once you have made a listing you are able to remove or edit that listing if
any of the details change, and these changes will reflect on the consumer
site.
To begin adding a listing you have necessary fields required for input such
as: street name, street address, city, state, zip and property type.
Please note: You must add at least 1 image for the property to
show up on your consumer site.
Additionally you can add as many photos as you would like, as well as
entering any data into the fields available. All of this information will show
up either in the property details or on the property thumbnail.
Calendar
Calendar View / Share – BROKER ONLY
The broker view allows you to view your calendar, Google included if it’s
synchronized. Agents and lenders are able to view their own calendars and
will not have the option to view other member’s calendars unless they
"share their calendar". The Google calendar of the agent will show here if
they have synchronized it previously via the “Settings” tab.
Broker/Admin - Your credentials allow you to view all of your agent’s
individual calendars
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Create Event
Agents and lenders are able to view their own calendars as well as share
their calendar with any member of their team for synchronization purposes.
If other members share their calendar with an agent these will be able to
view not only their own calendar but the shared calendar as well.
Creating an event allows you to add to your Team Leads calendar as well
as your Google calendar. Here you have the fields: title, date range, time
range and description.
Clicking on the event on your calendar gives you the ability to edit or delete
this event.
Coaches Corner
Add – BROKER ONLY
Coaches Corner allows Broker/Admins to "Add Videos" that their agents
can watch. Agents can only view and not add videos.
- To add videos simply click the "Add" button.
- Provide a Title, Date, Time, Author, Video Link and brief post if
you like.
- After all fields are complete click save and your video will be
instantly uploaded to the "Coaches Corner" page.
This feature allows you to keep your agents up to date with important
market reports, closing tips and any other information you feel would be
benefit their success. Here is where you can train your agents on best
practices and new techniques in the real estate industry.
View
This feature allows your team to stay up to date with important market
reports, closing tips and any other information you feel would be
benefit their success via YouTube videos. This section is meant for
learning and improving.
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Ideal Leads
Dashboard
Ideal leads is a reverse search lookup for leads most likely to purchase a
specific property. This information can be easily found since all of the
buyers searching behavior is tracked and recorded in our system.
Now when a new home comes on the MLS all team members are able to
input the listings credentials and perform a reverse search of their lead
database. The system will begin to filter through the individual agents leads
and begin to rank them in order of relevance. The more data a lead has that
is similar to the inputted criteria the more ideal they are as a potential buyer.
These leads will be displayed below the "Search" button rank in order with
their % percentage to the right of the lead name.
You will now have the ability call all "Ideal Leads" via the Vulcan dialer,
which will be located below the list of leads. A "Select All" check box will
be available once the search is complete. This functionality helps keep
potential buyers up to date on new listings that could be a great fit for them.
Priority Leads
Tracking
Priority Leads showcases very active leads on your consumer site.
Our system has seven built in algorithms that track registered leads and rank
them based on their activity on the consumer site, and their importance.
To show up on our priority leads icon these leads would have had to do
one or more of the following, in order of importance (each of these are
given points so cumulative points mean highest ranking): 1. Has been on
the site within the last 30 minutes 2. Calculated a Mortgage Payment within
the last 3 days 3. Registered less than 2 hours ago 4. Logs back into site
twice or more within 7 days 5. Favorite a house within the last 3 days 6.
Viewed team listing 2+ times within the last week 7. Viewed this listing 2+
times within the last week
Action Icons
You have the ability to: send an email, add a new task, add a new note or
add a call log for any of your priority leads while on this page. Additionally
you can click on the leads name, which will bring you to their profile page.
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Auto Tasks – BROKER ONLY
Library Auto Tasks
Auto Tasks are automatic tasks that a Broker/Admin can create based on
an action that their agents regularly take.
Example: Adding an auto task to "follow up call" a client the day
following a showing. Adding this one time to auto tasks will ensure
that it will be added to any agent’s tasks list the day following a
showing.
Auto Tasks can also be created based on the activity of a lead status.
Example: If any agents have a hot lead that returned to the site
within a specific time frame that agent will be notified via their task
list to email/ call them if set up via Auto Tasks.
This is a way to have complete accountability and oversight of your agents.
Not only are you triggering tasks on their dashboard but you can also see if
they are fulfilling those tasks. This is a way to make sure nothing falls
through the cracks, ensuring they are doing the basic follow up with a lead
that they might otherwise forget.
We have "library auto tasks" that you can preview and copy over to use or
you can add custom tasks yourself.
Add Task
Click on “Add Task” to add a relevant auto task that will apply to your
entire team.
Example: In the status dropdown:
- Choose "Hot"
- Task Trigger "returns to site after"
- Choose "equal than",
- Choose "2" and add the timeframe to "days"
- Choose action to take "follow up call" and assignee "broker".
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What this means: What we can see from this auto task created is:
“Any hot lead that returns to the site within 2 days will trigger a
task for the broker/agent to follow up and call this lead on their
today’s task dashboard".
You can also add a note that will be displayed in the task list if you
want to be more descriptive of the task to your agents.
Edit/Delete Task
Once the auto task is created it will show on the auto task dashboard
page and give you the ability to delete, deactivate or edit as needed.
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Settings
Front End
Manage General Settings – BROKER ONLY
Under "Manage General Settings" via the “Settings” tab we have the ability
for the Broker to add their chat widget to their consumer site by pasting the
embed code directly into our text box. After applying that code and
selecting the save button the widget should appear on the consumer site
immediately.
We also have the ability to customize the price range that will appear on the
consumer site's home page.
Please note: This price range will only appear if a unique
visitor has not performed a search. If the search has been
performed previously the home page thumbnails will show
properties relevant to the users previous search criteria.
Lastly we have a "default sort" drop down: this allows the broker to set the
sort for which properties they prefer to show on the "search" page. These
range from "highest to lowest", to "days on market, new to old", etc.
Having this feature allows brokers to further customize their consumer site
ensuring the page they land on is the one targeted by the broker.
Social Icon inputs are at the bottom of this page. By adding your team’s
link(s) to your preferred social network(s) the icon(s) will appear and will
be clickable in the footer of your consumer site.
Manage Property Details Widgets & Display Info –
BROKER ONLY
Another setting you have the ability to customize is the property detail page
on your consumer site. You can re-arrange the fields listed on the page by
selecting your preferred fields through our drop down. Brokers have
preference on what criteria he or she wants to display to their leads, and
therefore we opened up the ability for them to adjust it themselves through
our backend system.
Adjusting these options will display on the property detail page in
accordance with the selected fields from this page.
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Manage Property Thumbnails – BROKER ONLY
We have given further customization ability on your consumer site through
the "manage property thumbnails" tab. Here you can manage all
thumbnails in any view (grid, photo, map, and list) by adding and rearranging to your liking.
The drop down allows you to pull the specific data you are looking for
directly from the MLS, while you can add abbreviations and titles to each
field that display directly on your consumer site.
We have also given the ability for you to "show your MLS logo" on the
thumbnails from a dropdown on this page.
Please note: It is your responsibility to ensure you are RESPA
compliant if you decide to remove the MLS logo.
Cole Realty (Pre-authenticated login) - BROKER ONLY
Cole Realty service is another integration that Team Leads provides to its
users. Go to www.colereatlyresource.com to learn more.
Cole Realty gives agents the ability to search a radius around any given
address in their MLS. Upon searching this radius a list of addresses and
email addresses are provided to the agent. The agent then has the ability to
import those leads into the Team Leads system via the Prospective Tab on
the Seller side.
Example: Many people use this service if they just sold a house at
123 Flyway St. They pin that as the main address and get all
addresses within a 5-mile radius of that location. Upon doing so
they will send postcards/flyers to these addresses letting them know
the sale price of their neighbor. This is just one way to use Cole
Realty effectively.
Upon clicking on the Cole Realty button under Settings you will notice a
registration page where you can gain access to their system. From there
you can import directly into Team Leads.
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The same functionality exists when clicking on the Cole Realty icon on the
Seller side of the system. If your account is active it will log you in, if it is
not it will ask you to register.
Please note: Current Cole Realty users should notify Team
Leads of their subscription. Team Leads will notify Cole and
access will be granted to use the interface directly from Team
Leads either via the Settings Tab or directly by clicking on the
Cole Realty icon on the Seller side.
Manage Custom Pages – BROKER ONLY
This page allows you to add and create content specific for certain cities
within your consumer site. By adding this content you will increase your
sites page rank and be in better position to achieve a greater organic rank
through search engines. Additionally you are able to provide insight to your
potential leads by giving them unique information on a certain
area/location in your market.
You can add as many locations that appear in your MLS as possible. The
more detail and information you are able to give your users the more likely
they are to stay engaged in your consumer site.
Manage Testimonials – BROKER ONLY
The manage testimonials tab is managed in the Settings tab of the
Broker/Admins backend.
From here you can add or edit any current testimonials that display on your
consumer site under the “testimonials” tab.
We have provided the ability for you to add a video as a testimonial or just
strictly text. The fields available for input are: testimonial type, testimonial
given for, testimonial given by, thumbnail photo and description.
Manage Property’s Detailed Information- BROKER
ONLY
Our system has the ability to pull all of your MLS data and allow you to
customize the location of this on your consumer site through "drag and
drop" functionality.
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You have the ability to create/edit heading names and move fields to within
any heading you desire.
This information will display in the “more details” section of the property
detail page on your consumer site.
Please note: Despite having the fields active in your backend
system only the fields that are relevant to the specific property
will display on the consumer site. For example: I could have
“garage” active in manage property detail information under
the heading “exterior”. However, if 123 Flyway St does not
have a garage then this field will not display on the property
detail page.
Suggestion: Since properties have limited information we suggest
adding as many fields as possible to your “manage property’s
detailed information” page. This ensures that every property will
have as many relevant listed fields as possible under “more options”
for the users viewing pleasure.
Manage Advanced Search Settings – BROKER ONLY
Our system has the ability to pull all of your MLS data and allow you to
customize the location of this on your consumer site through "drag and
drop" functionality.
You have the ability to create/edit heading names and move fields to within
any heading you desire.
This information will display in “advanced search” section of the consumer
site.
The 'search" bar is non editable however it does display so you can see the
order of which your fields are positioned.
Please note: whatever changes you make on this page will
reflect on the "Add a Listing Alerts" expandable pod located
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on the “Lead Profile” page as well as on the "Ideal Leads"
page.
We have the ability to provide your fields different options for displaying
such as: checkbox, multi-checkbox, select box, multi select box, and text
box. Please email support to customize these to your preference.
Lead Widgets
Search Widget
We strongly advise you to add this widget to any websites you own
that feature you as a real estate agent.
This will help centralize all your leads in our system. Additionally, it
will allow you to increase your lead count by simply adding our iframe
code on your page. This gives the user the ability to search for homes
on a site you own that currently doesn’t have this functionality
providing them heightened usability.
Here is an example of how the lead widget may appear on a site you
own:
http://www.theryandallasteam.com/custompages_reports/b1977.htm
3rd Party Integrations
Gmail
Manage Google Services allows you to sync your Gmail as well as your
calendar with our system.
You must have a Gmail account for the synchronization to work. It is
not required but strongly advised that you sync your email with our
system, as it will allow emails from your leads to funnel into their lead
profile, as well as allow you to have your calendar in our system in
sync with your Google calendar.
There are 3 steps that must “MATCH” for your synchronization to
work.
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1. Your Bomb Bomb email listed needs to match your TL system
email
2. Your email needs to be a Gmail address
3. You need to perform the sync by selecting the checkboxes on
the page, clicking save and logging into your Gmail account
Vulcan
You can set up Vulcan 7 voicemail as well as view all of your call
history from this tab. By clicking on either button you directly access
the Vulcan system via a pop up which provides detailed instructions
on how to proceed.
Additionally, we have added all of the Vulcan 7 functionality to this
window allowing you to view your summary, message library, do not
call lists, disposition sets and settings tabs. Any changes on this page
will be reflected during your dial session in our system.
Bomb Bomb
Once you send your first email through our system Bomb Bomb will
auto generate a password, which will be display on this page.
You can use this password to login to bombomb.com directly should
you wish. Once logged in you have the ability to create videos, and
templates that will seamlessly sync to our backend system. You can
access these within our email sending functionality.
Additionally, you have full access to any of the new features Bomb
Bomb provides directly through their site.
Templates
Emails
Email templates are similar to the way our drip plans are structured.
You will be able to create your own templates, also use templates
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created by your team and use templates that have been provided by
the Team Leads community.
Once you have created or copied templates you can then categorize
them into customizable folders and subfolders which are identified by
our expandable pod drop down arrow. You are able to "drag and
drop" all of these templates to put them in the proper order or proper
folder for organizational purposes.
We have the ability for you to "preview" and "remove" all templates
that you have created. We have provided numerous branded and nonbranded templates that cover a wide variety of different
communication forms such as: seasonal, holiday, closings, staging’s,
thank you, etc.
All templates are readily available when sending an email on the right
hand side of the email box under "use template". Through the email
window you are able to "save as template" any email you feel would be
beneficial to use again at a later date.
Listing Alerts – BROKER ONLY
We have customized a pre-written listing alert template for you to use. This
is displayed under the “Listing Alerts” tab under “Headings” in the Settings
tab.
We have added this feature in our backend system so you can have input
on displaying emails to your clients in your preferred fashion. We have
included a rich text editor here for you to add styles, images to the template
that you send out daily to leads. Additionally, you can adjust your settings
on how often emails are emailed to your leads, and how many properties
should show in each email. Please note: You can also customize this on a
per lead basis by going into the lead profile under the "add listing alerts"
tab. We recommend tweaking and viewing all emails prior to sending out
by using the "preview" button and/or "send me test email" button. If you
have added text that you wish to remove you can also use the "reset to
default" button, which will pull up our standard listing alert template.
Imports – BROKER ONLY
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Leads Imported
The leads imported button under “Settings” shows the history of all
imports done. Here you will see: filename, source, date/time, and the
status/results of the import. You can drill down further by clicking on the
hyperlink under “status” to show you a more detailed report of your
specific import.
Manage Lead Import Sources
The “manage lead import sources” option is accessible via the “Settings”
tab. The source name shows any previously created imports. Here you can
edit the name of the source for future imports, or delete the name history
altogether
Lead Import Template
Lead import template allows you to customize the email that you choose
to send to your clients. This functionality is the same as for our “Listing
Alert templates” tab in Settings.
This section allows you to edit the subject and body of the email that will
be sent out to leads using our rich text editor to customize and format it to
your liking. You can test or preview the email as well as “reset to default”
if you made some changes you don’t want to save. When preparing the
custom email you still have “auto replace variables” you can use to ensure
the email that is sent out is specific to the lead its intended for. Some of
the variables available are “Site URL, Lead First Name, etc.” You can test
this functionality by adding it in the body of the email and then selecting
“preview”.
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SELLER SIDE
Lead Profile
Property Info
The property info button is located inside the seller leads profile.
Here you are able to customize and edit the leads address. You can
manually input their address or you can select their property from the
MLS button. Selecting it from the MLS is beneficial as this is one of
the necessary steps in setting up a client for their market analysis
emails.
Upon filing it out and refreshing the page you will see their address
appear in the lead profile as well as the manage seller leads page.
Showing Feedback
Showing Feedback is an expandable pod that is located in the Seller
Lead profile page.
This allows the agent to take notes, add the showing date and give a
description of any showing information necessary for the property.
The date field is required to fill out. Anything added in this pod is also
accessible via the communications timeline.
Market Analysis
Market Analysis is an expandable pod that is located in the Seller Lead
profile page.
Market Analysis allows the agent to send an auto generated email to
the lead on a daily, weekly or monthly basis. This allows your lead to
be up to date and informed on properties similar to theirs in the MLS.
This email includes all the details of the leads property i.e. # of beds,
baths, square footage, etc. and then compares it against similar
properties in the market.
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The benefit of this is the lead is able to see exactly what their price is
compared to other properties in their area with the same
specifications.
This analysis will give the total amount of properties that are similar to
the leads property in that given zip code, it will narrow it down further
to the type of home in that given zip code, and then even to the
numbers of bedrooms/ baths and square footage in that given zip
code.
To activate the market analysis the agent must complete 3 steps such
as:
1. There must be an assigned agent to the lead
2. There must be a valid property address, which includes city and zip
code
3. The property info must have the type of home, the sq. footage,
bedrooms and baths as well as price.
Prospectives
The Prospective icon is located on the Seller Side and is shown as a Vulcan
7 logo.
The Prospective dashboard is going to update on a daily basis via
Vulcan 7. Based on your MLS Vulcan 7 will be pushing prospective
leads onto this page targeting specifically your preferences. Preferences
range from: price point, cities, zip codes and statuses. Vulcan 7 has the
ability to push leads into our system on a daily basis with the status of:
expired, withdrawn or for sale by owner. These leads are not yet
considered "active leads" therefore they must be qualified prior to
making them a seller lead.
There are a few different ways to sort through your prospective leads.
1. We have a search by: which includes first name/last
name/email and phone number.
2. You can sort through status type, customize the date range, and
add the type of communication you had with the prospective
lead through a drop down box. The drop down box allows you
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to filter prospective leads that you have or have not yet
contacted to ensure no one gets overlooked.
3. You can also add notes on the prospective lead and create a
mass dial session right from this page. The broker has the ability
to view who the prospective leads are assigned to, and sort by
agent name.
4. The clock on the left hand side in line with the checkboxes
allows the user to sort by oldest to newest leads.
5. You also have the ability to click on the leads name and it will
pop up a personal profile of that prospective lead. This will
include the type of lead, the date they were uploaded and all
contact information available. Additionally any notes will pass
through in this pop up and a complete description of the
property.
You can make these prospective leads actual leads prior to calling
them by clicking the "make lead" button for individual leads, these
leads can also be trashed individually.
The bottom of the page allows you to mass dial through Vulcan 7,
trash or untrash a mass amount of leads and make multiple leads with
one click of the button.
Cole Realty
Clicking on the Cole Realty icon brings you to the subscription page
for Cole.
Cole Realty is an additional integration that is provided in our system,
and an additional fee of $395 annually which is paid directly to Cole
through signing up in our system.
You can access this under the Settings tab under "Cole Realty (Pre
Authorized Login)". Cole provides unlimited neighborhood leads; you
are able to pinpoint a specific neighborhood by doing a radius search.
Within that search you will receive all contact information (phone
number(s), address) from the properties within the radius limit. The
unique part of having Cole Realty is you can target an abundant
amount of properties around a given location and have the syncing
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ability to import all of that data directly into our Team Leads system
for qualifying and nurturing.
For more information on Cole Realty please visit this link:
http://www.colecommunity.com/four-steps-to-real-estate-success/
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