What is the Lead Funnel and how can I use it?
The Lead Funnel provides visibility into the homeowners and contacts who have responded to your marketing. Leads are marked as New, Hot, and/or Follow up. You may also be able […]
Read More...How do I reassign a respondent into a different Lead Category?
To reassign a lead into a different bucket (e.g. follow up to listed): 1. Navigate to the Lead Funnel from the Dashboards screen 2. Click the […]
Read More...How are lead follow up actions determined and what are their time frames?
Actions are created in one of two ways: as a follow up scheduled during a proactive CheckIn, or as a result of a lead follow up flow. The determination of […]
Read More...What is Included in the Performance Page of the Dashboard?
The Marketing page’s sole focus is to allow easy access to every campaign both past and current. Campaigns are broken up to put those that are currently active at the […]
Read More...How Can I Delete a Lead?
Updated over a week ago In order to see your leads, first select Lead Funnel on your dashboard. 2. Once under your Lead Funnel, select the lead you would like […]
Read More...How can I use the map located on the Performance Dashboard?
The map on the Territory page provides a shortcut to filter for your farm contacts under the Contacts page. For multiple territories, the map view provides a visual aid in […]
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