Lead Search

Looking to find leads? This video will walk you through how to search, filter, and take action with ease. Whether you're just getting started or want a quick refresher, you'll learn how to make the most of your lead list.

Here's what we’ll cover:

• Searching for Leads: From both the Dashboard and the Property Leads section

• Using Filters Like a Pro:

  • How to select multiple lead types

  • How to filter for Foreclosures and Pre-Foreclosures

• Taking Action:

  • Where to find the Action to take on the list (ie. LeadTrace or Direct Mail)

  • How to use the My Leads Button

This walkthrough is your go-to for mastering lead discovery and management.

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