SI Lead Manager v7

Take Back Your Evenings...I Want SI Lead Manager v7

Property Leads – How to Add a Tag to a Lead

Version of SILM 7.0 and higher About This video shows how to add a tag to a specific property lead more... Adding Tags to a property lead is a great way to categorize and describe the type of lead it is.  By default all leads will be tagged … [Read more]

Reporting – How to Add a Parameter to a Report

Version of SILM 7.0 and higher About This video shows how to add parameters to reports so you can specify what information is being shown in a report at run time. more... Parameters are the means to allow the viewer of the report to specify … [Read more]

Tags – How to Add a General Tag

Version of SILM 7.0 and higher About This video shows how to add a General Tag to the system using the Tag Settings area. more... General Tags are how tags used to describe and categorize Property Leads.  You typically ad these types of tags … [Read more]

Tags – How to Change a Tag’s Name

Version of SILM 7.0 and higher About This video shows how to change the Name of an existing Tag more... You may only change the Name of Non-System Tags.  System tags are used by the system and must not change or it will adversely affect the … [Read more]

Buyers – How to Change a Buyer’s Status

Version of SILM 7.0 and higher About This video shows how to change a buyer's status more... A buyer can have a status of Active or InActive.   Setting a buyer's status to InActive comes in handy if you have a rehab buyer who is not … [Read more]

Reporting – How to Create a New Report (Outstanding Offers)

Version of SILM 7.0 and higher About This video walks you through how to create a new report that will show all the outstanding offers that have been made. more... During the video you will learn the following report creation … [Read more]

Property Leads – How to Change a Lead’s Status

Version of SILM 7.0 and higher About This video will show you the two ways to change a Property Leads Status. more... The possible settings for a property lead's status are... Prospect - The default status for all leads when they are … [Read more]

Setttings – Updating Company Information

Version of SILM 7.0 and higher About This video will show you how to maintain the company information you entered into the system during the initial setup. more... The company information is just general contact information for your company. … [Read more]

Settings – Overview

Version of SILM 7.0 and higher About This is a video showing an overview of the Settings Tab more... The Settings Tab is where you will be able to manage all the system level items. Users - Manage system users here Custom Fields - … [Read more]

Buyers – How to Add a New Buyer

Version of SILM 7.0 and higher About This video will show you how to add a new buyer to the system more... 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 … [Read more]

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