SI Lead Manager v7

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Property Leads – How to Edit a Lead

Version of SILM

7.0 and higher

About

There are a few ways to add, edit and remove information related to a property lead.  This video will show you how to view a Lead’s Full Information and modify the contents.

Any modifications are saved automatically.  There is no need to press a “Save” button.  Once the information is entered you may try and press “CTRL+Z” on your keyboard to undo the changes to a field.  This may not work for all field types as it’s a windows function and not a function of SI Lead Manager.

Information that you can enter in for a lead is

  • Property Details
  • Contacts
  • Notes
  • Repair Estimates
  • Images
  • Other Attachments
  • Offers
  • Comparables
  • Web Links
  • Tasks

There is also an area that will show you the Buyer leads that have a Target Area that matches your Property’s location.

How To Video

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