Contact Management (1)
You can manually add contacts to your Market Leader system to give them access to the listings on the website, to set them up for Listing Alerts, and to track their activity on theÂ consumer website.Â Watch the video below to learn more about adding a contact to your site.
Add a New Contact
To add a new contact, start by hovering over theÂ ContactsÂ tab and selectÂ Add a ContactÂ from the drop down menu. TheÂ Add a ContactÂ page has four sections:
The minimal amount of required information to add a contact is:
- First and last name
- Email address OR
- Complete physical address OR
- Phone number
When you have finished adding your contact, you can click theÂ SaveÂ button, found both at the top and bottom of theÂ Add a ContactÂ page.
1.Â Primary Details
The Primary Details section is where youâ€™ll enter basic information about your contact, such as their name, phone number, or email address.
TheÂ StatusÂ menu allows you to quickly and easily identify those contacts that need your attention and are most likely to become clients. When manually adding a contact, the most likely status types to use are:
- Active: Default status applied to manually added contacts. Helps you identify leads youâ€™ve already talked to and started to work with.
- New: Applied to contacts that have signed up on your website or have been funneled into your system from other sources. This status will add the contact to your Dashboard.
- Hot: Use this status for leads that are ready to buy or sell now.
- Sold: Use this status for past clients.
you enter your contactâ€™sÂ birthdayÂ orÂ purchase anniversary date, then youâ€™ll receive a reminder 45 days before that date. That gives you a chance to send your contact a postcard or greeting card, celebrating the day with them. Learn more about Reminders. Back to top
When first entering a contact, weâ€™d recommend entering their primary mailing address in the address section. After youâ€™ve saved the contact, youâ€™ll be able to update the contact page with additional addresses. Fill in all the relevant fields. By selecting the box next to Mailing Address, you are designating this address as the one you will use to send marketing materials to this contact. The required fields for print marketing are:
- Zip/Postal Code
Note: Address Title: This is used to help you differentiate the address from others. EG (Work, Home, 2ndÂ home, etc)
Next, select the property details you know about this property using the drop-down arrows.Â Select:
- Property Type
- Square Feet
- Beds and baths
3. Secondary Details
Secondary DetailsÂ is where you can enter the name of a spouse, child, or alternate contact.
TheÂ EmailsÂ section lets you set this contact up on aÂ Listing Alert CampaignÂ as well as have the system send them aÂ Welcome Email. TheÂ Listing Alert CampaignÂ is a series of three emails that encourages your contact to sign-up for listing alerts. Note: If you set your contact up onÂ Listing Alerts, then theÂ Listing Alert CampaignÂ will stop. You will definitely want to mark the check box to have aÂ Welcome EmailÂ sent to your contact. This will provide them with a user name and password, so they can log into your Market Leader website and begin their home search.