Automatically mining your data and putting leads with call scripts as the first thing you see.
Lead Feeder
The Lead Feeder will update daily with five landlords or buyers in four different categories. You have to have cleaned/completed the leads in order to receive new ones.
Landlords with no Lets
- Landlords with no Lets will display five landlords with a property linked to their record without a current or active tenancy (Advertised, Signed).
Active Landlords Empty Properties
- Active Landlords Empty Properties will display five landlords with multiple properties linked to their record, with one or more active tenancy and one or more empty.
Touching Base with Landlord
- Touching Base with Landlord will display five landlords who haven't been contacted or who hasn't contacted you (By phone) for at least 90 days.
Buyers with Unsold Houses
- Buyers with Unsold Houses will display five landlords who have Needs to Sell selected as their Buying Position (A field on their buyer record).
- The buyer must have been created in the last sixty days.
- The buyer must also have a mobile number.
To clear/complete a lead you have 3 options
- Edit
- Call & Complete
- Skip
Call & Complete
To the right of this there will be a box for you to record a call or select other suitable options in the top right:
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