Matching a property to leads
Add a property to your CRM and immediately view all leads with matching specifications.
Step 1: First navigate to the Properties module on the left hand side of your CRM screen.
Step 2: Move your cursor to the top right and click the ADD button
Step 3: A new screen will appear with several fields that must be completed, like property name, short description, and a larger box for the main description.
Step 4: Scroll down and continue to add other important property information that a potential homebuyer is likely to want.
Step 5: Once all fields have been completed, click save.
Step 6: A list of all matching leads will automatically appear at the bottom of the property profile.
You can also check out our quick video tutorial on how to view matching leads for a new property listing.