Contacts
Contacts holds all your past, current, and new leads.
Here you can search using filters and utilize tags to help keep things organized.
Now let's look at each section on the contact details page.
a. Contact Details Page
You can press the plus symbol in the corner to create a new lead, or click an existing lead.
After creating or clicking on a contact, you'll be taken to the contact details page.
The pencil icon in the top right will let you edit the contact.
b. Edit Contact Details
From here you can Set/Edit:
Press save if you'd like to save your changes. Alternatively, you can click cancel or the top left arrow to return to the previous screen.
Now let's look at each section on the contact details page.
c. Contact Info block
Here you'll see their Primary phone and Primary email.
Verified Info can be clicked to use that contact method such as sending a new email message.
d. Contact Details: About
About is the quick menu for adjusting/viewing
e. Contact Details: Tasks
A task reminder can be created for yourself here.
Clicking the three dots will allow you to schedule a new task
Set a task description, an action to take, and the date and time to do so.
If saved, this will then also appear under the Schedule section on the day set as a reminder.
f. Contact Details: Badges
Looking back at the main Contact Info block- below the contact email, you may see up to three types of badges.
But what are house track email alerts? To understand that, we'll look at the Section for Saved Searches.
g. Contact Details: Saved Searches
This will display searches the contact has saved on your website.
You can even suggest a new search by pressing Create New Search:
This will send them scheduled email alerts to searches on your website matching that criteria.
h. Contact Details: Saved Listings
This will display Individual Listings the contact has marked as a favorite while searching on your website.
i. Contact Details: Recent
Recent keeps a record of past communication and actions taken with this contact.
If there is ever a pause, you can catch up quickly and pick up right where you left off.
Contact Benefits
Each Contact Details Page gathers a lot of essential features under one roof by using your CRM, your website, and the MLS data. Those visiting your website are able to build a profile of ‘what they're looking for’ and ‘where’ without the need to reiterate those needs- which wouldn't be possible if done in a general internet search. By searching on your website, both you and the contact start to build quality communication based on reliable data.
View the Turboleads Overview video
