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8
Jun

How to filter my leads in REsimpli

How to filter my leads in REsimpli https://youtu.be/Uctyi7eo3Do How To Filter My Leads In REsimpli? 1. Go to the left sidebar menu. Click Leads → Active Leads. 2. Click the Filter () icon. 3. The filter can be done by the following category: a. Lead Assignment i. Lead assigned to market (Example: General Market) ii. Lead assigned to a role

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8
Jun

How to use search feature in REsimpli

How to use search feature in REsimpli https://youtu.be/HftB0kIHPwo How To Use Search Feature in REsimpli 1. To use the SEARCH feature, go to the Search Bar at the top of the page. Type the information to search. Hit the Enter key. 2. To search information from a specific page, for example, PROPERTIES → Inventory: A. Go to the left sidebar

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8
Jun

How to mark a lead as Favorite

How to mark a lead as Favorite https://youtu.be/0cw9LY5Mf20 How To Mark A Lead As Favorite 1. Go to the left sidebar menu. Click Leads → Active Leads. 2. Click on the Lead. Click the Favorite (✩) icon. Marked As Favorite Successfully notice will pop up on the upper right corner. a. To mark a lead as a favorite from the

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8
Jun

What actions can I perform from main Leads page

What actions can I perform from main Leads page https://youtu.be/_d-wwVm9RX4 What Actions Can I Perform From the Main Leads Page? To access the Leads – go to the left sidebar menu. Click Leads. Below are the actions that can be performed on the main Leads page: 1. Drag-and-Drop. The board can be transferred from one place to another. Example: from

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