SI Lead Manager v7

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Property Leads – How to Import an Excel File

Version of SILM 7.0 and higher About If you have many Property Leads to enter into the system you may put them into an excel spreadsheet and import them into SI Lead Manager v7 all at the same time. This is also handy if you have more then just … [Read more...]

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 … [Read more...]

Property Leads – How to Add a New Lead

Version of SILM 7.0 and higher About This video will show you how you can enter a single property lead into the system.  The input screen requires the minimum amount of information needed to create a lead.  You'll need to enter in  the following … [Read more...]

Property Leads – How to Delete a Lead

Version of SILM 7.0 and higher About This video shows you how to delete a Property Lead from the system.  Deleting a lead will permanently remove it from the database and you will not be able to recover it.  Please use caution when Deleting … [Read more...]

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 … [Read more...]

Property Leads – How to Filter Grid with Tags

Version of SILM 7.0 and higher About The Property Leads Grid can be filtered to display leads for "ALL" tags, or specific category of tags such as "Probates".   The Tag Filter area will allow you to enter in combinations of tags as well.  The … [Read more...]

Property Leads – Property Tab Overview

Version of SILM 7.0 and higher   About General overview of the Property Tab screen. more... There are four main parts to the Property Tab's screen.  Each area is designed to help you view the leads that you want to see at any given … [Read more...]

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