How to: Power through leads on the Sidebar
Ever wondered what is the fastest way to keep in touch with all of your leads? Use the Sidebar of course!
The action menu on the sidebar allows you to use some great features.
Log a call
Every time you go to call a client, use the log a call feature to immediately see their phone number, then track what was discussed and what are the next steps.
Didn't get through to the client? Use Send SMS to drop them a quick text message.
Note: If you don't have a custom SMS gateway set up for your company the SMS will come from 'Masterkey'.
Use the send email feature to quickly drop them an email and see if they're still interested in buying or renting a property.
If you know you don't need to action this lead right now, you can postpone it to later. If lead escalation is enabled you can also escalate this lead at a specified time.