Lead Properties allows you to track properties that a Vendor or Investor owns without having to appraise the property. Lead Properties can be both Sales and Rentals.
For example, you may have an Investor with several properties, but you only manage 1 of them. You can track their other Investment Properties in the Lead Properties tab as a prompt next time you talk to that contact.
Alternatively, you may have missed out on an Exclusive Listing. You can add the property into Lead Properties with a reminder set on the date the exclusivity period ends with the other agency.
Add a New Lead Property
- Hover your mouse over the Contacts menu item and click Contacts.
- Load up the owner of the lead property (if you have not put the owner in yet, then create the owner as a contact and then follow this guide)
- Click on the Properties tab.
- Click on the Lead Properties tab.
- Click Add Lead Property.
- Complete the form, and click Add Lead Property.
Editing / Deleting A Lead Property
- Hover your mouse over the Contacts menu item and click Contacts.
- Open the contact who owns the Lead Property you wish to edit.
- Click the Properties tab, and then click the Lead Properties sub-tab.
- Click on a property from the list.
- To delete the lead property, click Delete Lead Property. To modify the lead property update the form as necessary and click on Update Lead Property.
If a reminder date has been set on the Lead Property this will be displayed in your My Tasks area which can be accessed by hovering over the Dashboard menu option and selecting My Tasks.
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