SI Lead Manager v7

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Property Leads – How to Edit Property Information

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 Property 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

General

  • Street
  • City
  • County
  • State
  • Zip
  • Units
  • Beds
  • Baths (Full)
  • Baths (Half)
  • Rooms
  • Sqft
  • House Type
  • Condition
  • Year Built
  • Year Renovated
  • Acres
  • Selling Reason
  • Exit Strategy

Amenities

  • Garage
  • Heating
  • Basement
  • Septic
  • Water
  • Cooling
  • Pool Type
  • Fence Type
  • Siding Type

Sales Information

  • ARV
  • Days on Market
  • Sale Date

Custom Fields

  • Includes any custom fields that you have created

 

How To Video

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