Organizing your contacts allows you to filter and create groups in your database. By creating these groups, you can send email and text templates that prioritize the clients' needs. Creating engaging content increases the response rate and overall improves the relationship with the client. A few ways you can organize your contacts are by labeling them as SOI, past clients, seller leads, buyer leads, active sellers, active buyers, FSBO, expired listing, etc.
Organize your Contacts
1) Click on your name in the upper right, and select "Settings"
2) Set your Lead Sources
Lead sources will identify how you received leads.
3) Set your Hotness Levels
Hotness levels are a great way to quickly identify a contact's commitment to buying or selling a home. You are able to create and color-code your own hotness levels.
4) Set your Contact Types.
Contact Types allows you to organize your contacts by their role in the home buying or selling process.
5) Create Contact Tags.
Contact Tags are a great way to categorize your contacts aside from the options above. You can create tags for your mailer list, property interest, price range, and more!.
Done!
You have organized your contacts
Click here to learn how to filter your database by any of these fields.
If at any point you get stuck, we're here to help via:
Phone 760-501-8582, Email support@liondesk.com, and LiveChat Mon-Fri 7am - 5pm PT