SI Lead Manager v7

Schedule Mailings in Seconds!I Want SI Lead Manager v7

Tags – Overview of Tag Settings

Version of SILM

7.0 and higher

About

This video walks you through the Tag Settings area in the Settings Tab

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Menu Buttons

New Tag – adds a new Tag

View – Use to filter what you see in the Tags Grid

Action – Use to perform Edit and Delete actions on selected tags.

Tags Grid

Tag Name – the name of the Tag

Group – All similar tags are grouped into sections called “Groups”.

  • Buyer General – General tags used to describe a buyer
  • Buyer Rating – The possible ratings assigned to a buyer
  • Buyer Status – The status of a buyer
  • Campaign Status – The status of a campaign
  • Closing Reason – The reason why you are marking a property lead as dead.
  • General – the General tags used to describe a property lead
  • Lead Source – the place where your property lead came from
  • Lead Type – the type of property lead
  • Mail General – the General tags assigned to a mailing
  • Mail Status – the status of a mailing
  • New – tag used by the system to mark a property lead as newly added
  • Priority – tag used by the system to describe a property lead as a higher priority then the others
  • Recent – tag used by the system to mark a property lead as recently viewed
  • Status – the status of a property lead

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