Tip of the Day – Client Descriptive Notes Feature

22
Dec

Tip of the Day – Client Descriptive Notes Feature

Get up to speed in seconds when you click on a Lead in our “Lead Management Zone” and review important details about your Customers! You can enter details such as birthdays, price range and other pertinent information in the “Notes” field and have them available when you need them.

Here’s are the steps to use the “Notes” area:

Step 1. Log in to your BA360 account
Step 2. Click on “Leads” under the “Lead Zone” tab
Step 3. Select the “Lead” that you want to enter your notes in

Step 4. Click on “Edit” and enter the data you want into “Notes” space.

Step 5. “Save”

Real Estate Lead Generation Systems offered by Broker Agent 360
Lead Generation, CRM Sphere of Influence, Complete Agents’ Websites, Transaction Management, Blogging, and Document Paperless Storage. Get to know Broker Agent 360 by calling Christy Castro, your Social Media Marketer at (407) 792-5540 Ext. 201

Tagged: Lead Management
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Testimonials

We have been using Broker Agent 360 for almost a year now, and it has become an instrumental part of our brokerage success. In that short amount of time we have been successful in generating hundreds of new leads for our agents for them to convert and compliment their current book of business. Additionally, Broker Agent 360 has been a vital part in our agent recruitment as well as retention efforts as we offer it to all our new agents. With just a few clicks, our staff is able to provide the agent with a professional website and activate their turnkey agent productivity partner, so the agent can grow and market their business immediately. I would highly recommend anyone who is interested in having a full brokerage solution, designed to grow your business, to consider Broker Agent 360 for their office.