Welcome! Join our FREE WEBINAR to find out we can help you

8
Jun

How to add a buyer to a lead

How to add a buyer to a lead https://youtu.be/sfw36XFx5fc How To Add A Buyer To A Lead There are two ways to add a buyer to a lead. 1. Add A Contact. Go to the left sidebar menu. Click Leads → Active Leads. Go to the Lead. Click Add Contact. Select Buyer on Contact Type and fill out the remaining

Read more

8
Jun

How to edit tag name

How to edit tag name https://youtu.be/4g9yP6EM81o How To Edit Tag Name 1. Go to the right sidebar menu. Click Tags. 2. Tags Manager window will open. Go to the Leads tab. 3. Select from the Tags Manager to edit. 4. Click the tag name and select Rename. A new window will open. 5. Type New Tag Name. Click the Rename

Read more

8
Jun

How to add tags to a lead

How to add tags to a lead https://youtu.be/Fx0C9SUaYVE How To Add Tags To A Lead 1. Go to the left sidebar menu. Click Leads → Active Leads.  2. Click Lead information. Click on Add Tag. 3. Type the tags to add. Click Add Tags. 4. Added tags will reflect near Leads information. Repeat steps 2 and 3 to add more

Read more

8
Jun

How to customize your Lead Intake form in REsimpli

How to customize your Lead Intake form in REsimpli https://youtu.be/d58ZYJLgfsE How To Customize Your Lead Intake Form in REsimpli 1. Click on the right sidebar menu. Select Custom Questions. 2. To add a custom section, click Add Custom Section in the upper right-hand corner of the window. A new window will open. 3. Fill out the form. Click the Add

Read more