Leads
By Ehsan and 3 others4 authors32 articles
- How to create a lead manually in REsimpli
- How to customize your Lead Intake form in REsimpli
- How to send automatic SMS to new leads (call flow, drip automations)
- How to bulk assign/unassign leads from manage numbers per role/campaign?
- How to add another column/status to the Leads page?
- Where can I check the SMS sent by leads to REsimpli Dialer numbers?
- How can I grant my sub-users permission to delete leads?
- How can I find our team's D4$ leads?
- How do I go to the 'Dispo' tab?
- How can I add a contingency to a deal that was recently added to the Transaction Management pipeline?
- How do you move a lead to the "Dead Leads" status?
- How can I add a listing to my Buyer's Website?
- How do you mark appointments as 'Kept' or 'Not Kept' in the Leads section?
- How to update view options for your leads?
- How to export Active Leads
- What is Lead Details (first tab, lead profile)
- What is the Dispo Tab, and how do you utilize it?
- How to create manual tasks and set up appointments
- How to upload files in the Files section
- What is Portfolio, and how to utilize it
- How to utilize the Teams Tab inside the Lead
- How to utilize the Action button inside a lead
- How to update the Lead Status
- How to update the Lead Exit Type
- How to create a website in REsimpli
- How to save external links in REsimpli
- How to Manage User Roles in REsimpli
- How to Utilize the SOW (Scope of Work) Feature
- How to export Dead Leads
- How can I create a seller meeting reminder templates?
- How to clear open lead status on active leads pipeline
- How can I add my team to the web form leads I receive?