SI Lead Manager v7

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Buyers – Overview of Buyers Tab

Version of SILM

7.0 and higher

About

This video will show you an overview of the Buyers Tab.

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There are 4 main parts to the buyers tab that will help you manage and find the buyers you are looking for.

Search – Find buyers by First name, Last name or Company Name.  The search will also find partial matches.  Searching for “Cos” will return leads with last name of “Costello” and “Cos” and lead with the company name “Cost Savings Home Solutions”.

The Grid – This is where all your buyer leads will show up.  It shows 6 fields of data for each lead (Rating, Name, Company Name, Phone, Email, Investor Type and Status).

Filter Menu – The filter menu button will let you decide which type of buyer leads you want to see in the grid. You can choose which Status Type, Rating and Type of Investor to display.  These settings will be saved between sessions.

Action Menu – Use this menu to Edit and Delete buyers.

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