This is VERY Important for All Agents to do. We are building features that will allow you to be able to Nurture past clients, have better visibility of your leads who have done deals, set up automated purchase/lease anniversary notifications, and much much more. We Really NEED you to take the time and match all the leads with the deals.

This is How you do it:

You will notice that there is a legend at the top of the Deals Dashboard that shows you what the colored indicators mean:

THE GREEN CIRCLE

This Indicates that you have Manually Selected the Lead and have Verified that it is indeed the Correct Lead for the Client.

THE ORANGE CIRCLE

This Indicates that the Lead was Matched using our Algorithm based on the First and Last Name. This MAY not be accurate, click on the lead to see if it is indeed the correct Lead for the Client.

THE RED CIRCLE

This Indicates that there is No Match for this Client to any Lead in your CRM.

What to Do if a Client has a ORANGE or RED Circle?

Step 1: Click on the "Match Clients" Button on the Right Side of the Specific Deal

Step 2: A Pop Up will Open with both the Buyers and Sellers. You will see the same indicator beside the name of the client, that you saw in the deals dashboard

Step 3: Select the Correct Leads to Match them with the Client by typing in the Name of the Lead and Clicking on the Correct Lead.