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Lead Profile Address Updates 3/22/16

We’ve taken a very important step in making BoomTown a complete CRM for current and past clients.  On 3/22/16 our team updated lead central profiles to make it easier for you to add a lead’s home address, and easily access information about that property.

addressshot

Any lead that owns a home is a potential listing opportunity, and that’s why we’ve made it easier to…

  1. Update and view a leads address in the profile by moving this field to the “blue box”
  2. Locate the lead: Click an address and it will appear on google maps.
  3. Research the property details utilizing our integration with RPR. What’s RPR?

Get Started!

  • Update all of your Closed category or Past client tagged leads in Lead central
    • Pro tip: The address field is not available in import/export .csv’s.
  • Create an advanced filter:
    • Lead Activity > Last Month.
    • Select Closed/Past Client category & tags.
    • Has it been awhile since they closed? Click into their RPR summary, and generate a branded valuation report of their home & neighborhood.  Email or print, and mail to the lead to let them know you’re staying in touch with them and the market.