A lead is someone who has expressed interest in your services. A Prospect is someone you’re working with. When you start working with a lead, you will want to promote them to a Prospect and remove them from their current drip email campaign.
First select the name of the lead you would like to promote, then click on the Promote To Prospect button.
Once you're talking to someone, you will want to remove them from the email drip campaign. To do that, click on the campaign name, then click on the arrow pointing to the left.
The campaigns are written to try to get the lead to contact you. Once you're speaking with them, the standard campaign letters may cause confusion.
When you promote the Lead to a Prospect, you will need to tell the system if this Prospect is a Buyer or a Seller. Once you make the selection, a list of questions will appear that you will have to complete.
Check off whether the person is a buyer or a seller and complete the information. Click Save after making entering in your information.
You will now see this person as an Active Prospect. The information you filled out will be under the Transaction Info section. You will want to click on that section and fill out some additional data.
iHomefinder One allows you to track the leads origin, or how the person found out about you. This allows the account owner and administrator to view and run reports to learn where their advertising budget is best spent.
SELECT A SOURCE WHEN MANUALLY ENTERING A LEAD
When someone calls in to inquire about a listing or services, it’s important to ask how they heard about you when talking to them and taking down their information. When manually entering the lead into the system, people should always select the leads source (how they heard about you) from the drop-down menu. Please note: Once the lead is entered, the lead source cannot be changed. Also, this can be done only when entering the person as a lead, not as a contact and then promoted. The Source selections are managed by the account owner or administrator.
If you are an owner or admin you can modify the Lead Source selections, by going to the Control Panel.
From the Control Panel menu, click on Account > Business Process Settings.
To add a new Lead Source, enter in the name the source within the Lead Source, then click Add Value.
To delete an existing Lead Source, click the trash can icon next to the source that you want to delete.
The source, or origin, will also display when a lead automatically comes into your system from a form, such as your Email Home Search or CMA stealth sites. Also from outside lead sources you have coming into the system such as Boomtown, IDX, Top Producer, and so on. These sources are automatic, and not managed by the Owner or Admin. To learn more about having outside leads automatically import into your system, see this article.
VIEWING THE LEAD SOURCE DATA
To see the Manually entered sub-source of a lead, as well as additional information about your leads, you need to go to the main lead list and add “Tracking 1” to the column view.
RUNNING A REPORT ON YOUR LEAD SOURCES
One other way to see that information is in a report run by going to Account > Report Manager and selecting Original Lead Source Statistics.
Enter in the date range for your report, then click Update Report Data.
You can also export the data to Excel, Word, PDF, and more. Clicking on the + sign expands the section to display the lead source details, while the - sign hides the data.
Within the Contact Types section, enter in the name of the new Contact Type and click Add Value.
Locate your Prospect (Under "Active Prospects") and click on their name.
Click on the Transaction Info tab.
Select the transaction for the Action Plan and click on it. This will highlight the transaction.
Scroll down and you will see a section called Action Plans. Click on the Add Plan button.
Click on the drop-down menu and highlight the Action Plan you would like added to the transaction.
Click on the Select button.
This will bring up the Action Plan selected. From there, you can modify it before applying it to the transaction.
Once you have the Action Plan the way you want it, scroll down to the bottom and click on the “Assign Action Plan to Contact” button.
Note: If you selected the wrong Action Plan, you can always change it using the drop-down menu to the left of the green Select button.
It's important to keep your Prospect's Transaction Status(es) current. Why? This provides visibility for your entire transaction pipeline at a glance, and allows you to sort all your transactions by their statuses.
Here's how to change your Prospect's Transaction Status:
In the main menu, click Leads.
Use the menu options at the left to select Active Prospects or Pending.
In the "Name" column click a particular client's name.
You'll arrive at the Prospect Detail screen; above, click Transaction Info.
See the "Contact Transactions" window, click the line corresponding to the desired transaction (there may be multiple transactions). This will highlight the transaction in yellow and will open the transaction information below.
Use the pulldown labeled "Transaction Status" to designate a status.
Click Save below.
A Prospect‘s Transaction Status is basically an “at a glance” view of what’s going on with this persons transaction. It helps you, as well as your Team Lead, see at a glance what’s happening with that potential transaction.
For example, if you have a Buyer and you’re showing them homes, their Transaction Status may say “Showing Homes”. When you have a Buyer or a Seller, and their deal/transaction is now Pending, you change their Transaction Status to Pending which then puts them into your Pending Deals category.
Want to change the choices? The selections/choices in the Transaction Status drop-down need to be done by the account owner or administrator.
Within the "Buyer Transaction Status" or the "Seller Transaction Status" the administrator can either click on the trash can icon to remove a status or add a new status at the bottom and click on "Add Value"
There are numerous lead routing rules you can set up for your forms. Here’s an example of how to create a simple round robin, routing leads between team members.
From the main menu, click on Contacts > Lead Routing.
Select the form you would like to manage by clicking on the Edit icon (looks like a notepad and pencil) to the right of that form.
Choose the Assign using the rules defined below option, then click Add New Rule.
First, make sure your property settings are correct, such as the price ranges.
If you do not want to be included in the lead routing, click the X located on the upper-right corner of the Then section.
Scroll down and click Add member to list.
Select the team member from the dropdown, then click Add. Repeat this for each team member you would like involved in the lead routing.
Always remember to click Save Changes when making any modifications.
You should see that your leads are now distributed evenly throughout these team members. You can use the arrows to rearrange the team member order.
The iHomefinder ONE CRM will allow you to send emails to your client base.
Emails to your database are blind-copied. The email will look like it was only sent from you to that particular recipient
Also, if you send an email to multiple groups and/or campaigns and you have the same people in some of these groups/campaigns, the system will automatically de-duplicate the email address so they receive one copy of your email.
Sending an Email
Log into your IHomefinder Admin
Go to Communications and click on Send Email
Choose to either send a blast message or Send a Newsletter
Add Recipients or Listings as needed and click OK
Enter Subject Line and/or Change Date as needed
Click Preview Email
Click Send Message when ready
When you review your email drip campaign letters, you may find you would like to edit one or more of the letters. The ONE CRM provides the ability to edit your campaign letters, however, please note that once a letter is changed it cannot be restored. If there is any doubt, it's recommended to make a copy of the campaign first.
Here's how to edit a letter in a drip campaign:
From the main menu, click on Communications > Campaigns.
Click on the letter icon next to the campaign name.
Click on the Edit icon (looks like a notepad and pencil) next to the letter that you wish to change. Note: Once a letter is modified, it cannot be restored. If there is any doubt, make a copy of the campaign first.
A screen will appear where you can make changes to the letter. Once you've made your changes, click Save.
You have the ability to change which email Campaign leads automatically go into when they sign up on certain forms. Here’s how:
Click on the edit icon for the campaign you wish to change.
Select the campaign you would like the new leads to go into from the check list.
Select the blank space in the "Standard campaign" dropdown. This is so the leads don't go into both campaigns
click on the save changes at the top
Our lead routing summary now shows all leads signing up on the new campaign. If the blank option is not selected in the "Standard campaign" dropdown, it will show two campaigns in the routing summary.
Groups are a great way to categorize your contacts, leads, and prospects. Categorizing people in your database makes it much easier to target market people with specific interests.
To create a group, you can click on the "Create Group" button.
There's also another way to create groups when you’re on your Lead or Prospect screen:
Check the box for a lead or contact.
Click "Add to Group."
Select "Create New" from the dropdown.
Give the new group a name.