How To Assign and Track Lead Type
- Agent Elite University
- My Account
- Design Studio
- Local Presence
-
Website
CRM - Real Estate Real Estate Specific (Click here for a full list of articles) Email Marketing Automation and Integration (Click here for a full list of articles) Integrations Landing Pages Single Property Websites & Flyers Blogs Mortgage Specific (Click here for a full list of articles) Analytics IDX Search Engine Optimization (SEO) Team Marketing Automation
- Facebook Ads
- Agent Elite Max
Table of Contents
In the CRM, you can classify all leads as being a Buyer, Seller, or Renter and filter by this classification.
Setting a Lead’s Type
- Navigate to a specific Lead’s record page.
- In the Contact box on the left, click the “EDIT” link.
- An “Edit Contact” screen will open. In the last field, you can assign a lead type. You can give a lead just one or all three types: Buyer, Seller, and Renter.