Knowledge Base

Leads

  • Create a Lead
    Leads are contacts or properties that have an active lead status. This helps you organize important contacts in your sales pipeline.  Login to your Partner Account Create a New Contact or Propert...

  • Lead Status
    ...

  • Email to Lead Integration
    Leads email integration is powerful Perfex feature who allow you to integrate leads from your email address. You can setup ...

  • Lead Source
    The major benefit of using a system like WE ARE REALTY is the ability to track and analysize data. Lead sources are a data point to reflect on where a lead (contact) originated. Sources can be modified and the ability to select di...

  • Assign lead to staff member
    Open a lead and simply select the staff member you want to assign the lead. After submiting the staff member will receive notification that you have assigned this lead. Everyone can manage lead...

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