SI Lead Manager v7

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Property Leads – How to View Contacts

Version of SILM 7.0 and higher About This video shows how the two ways you can view a Property Lead's contacts How To Video … [Read more...]

Tasks – How to View Full Lead Information

Version of SILM 7.0 and higher About This video shows how to view the full lead information that a Task is assigned to. more... If a task has a specific lead assigned to it, you can view the full property info by right clicking and selecting … [Read more...]

Property Leads – How to Import a CSV File

Version of SILM 7.0 and higher About This video shows how to import a CSV File more... If you have many Property Leads in a spreadsheet that isn't Microsoft Excel, you should be able to save it as a Comma Separated Values (CSV) file and … [Read more...]

Dashboard – Overview

Version of SILM 7.0 and higher About This video shows a general overview of the Dashboard Tab more... The purpose of the dashboard is to show you the information you most need on a quick glance.  There are 3 main functions of the … [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...]

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...]

Property Leads – How to Manage Repair Estimates

Version of SILM 7.0 and higher About This video will show you how to enter in a new Repair Estimate for a Property Lead. more... The repair estimates can be found in the property lead's full information area or by right clicking on the … [Read more...]

Property Leads – How to Use the Search Bar

Version of SILM 7.0 and higher About This video will show you how to use all the functions of the search bar and on the Property Leads Tab. more... Basic Search (All Fields) - The basic search will search all Property Leads (address, city, … [Read more...]

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 … [Read more...]

Property Leads – How to Create a Campaign from the Property Tab

Version of SILM 7.0 and higher About This video will show you how to create a campaign from the property tab by selecting which leads you want to be apart of the campaign. more... In addition to creating a campaign by using the functions … [Read more...]

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