SI Lead Manager v7

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Buyers – How to Edit a Buyer Lead

Version of SILM

7.0 and higher

About

This video shows you how to update a buyer lead’s information.

Buyer leads tab is where you enter in all your Investor Buyers.  You will be able to quickly and easily add and modify a buyer’s contact information as well as Target Areas where they are looking for houses.

You may enter the following information for a buyer lead…

Contact Information

  • Name
  • Company Name
  • Phone Numbers (Cell, Home, Work and Other)
  • Email (Main and Other)
  • Fax (Main and Other)
  • Address
  • Social Media Accounts (Facebook, Twitter, Linkedin and BiggerPockets)

Target Areas

Target Areas are where your buyer is currently looking for properties.  The areas can be specified in three different ways..

  • County
  • Zip
  • City

Notes

Use the Notes area to enter in communications with the buyer.  This is a great place to keep chronological notes about a buyer so you can keep a timeline of events.

 

How To Video

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