SI Lead Manager v7

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Property Leads – How to Manage Contacts

Version of SILM

7.0 and higher

About

Every Property Lead can have an unlimited number of contacts.  Each property will require one of their contacts to be a “Main Contact”.   This is handy if you are to deal with someone other then the “Owner” of the property.

There are 4 types of contacts you can add.  They only differ in description as all have the same fields to enter information into.

  • Owner
  • Executor/Executrix
  • Attorney
  • Other

This video will walk you through the process of managing your contacts.

How To Video

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