In the Buyer Pipeline only, we take an extra step to help you visually understand who the best Opportunities are. We do that by separating Buyer Leads into "Basic" Leads and "High Quality" (or "HQ") Leads. Based on how Leads answer 3 questions ...
The Pipelines are a great way to visually see who to spend your time with first. This video will show you how you want to prioritize Opportunities within both the seller and buyer Pipelines.
If there are multiple users of your system that should each receive a certain number of leads, we can distribute (round-robin) leads in a variety of ways. We can round-robin leads in a specific order so that each team member receives the same amount ...
Here's how to assign a value to your leads (this is essential for anyone fully tracking their numbers). You can have us assign a value automatically (just let us know how much it should be) or you can assign a value to leads individually. See Also: ...
Easily keep track of your business performance by moving Opportunities into the "WON" bucket when they close. This is a simple task that will help you keep track of your exact ROI in your business.
The Likeable Agent system is smart enough to move Opportunities through the first few stages of a pipeline automatically. Here's how and when it does that as well as what to do if you want to manually move an Opportunity yourself. If you move an ...
Here's how to manually remove Opportunities and Opportunity Cards from your Pipeline. See also: Understanding Opportunities/Cards and Marking Opportunities as Won, Lost & Abandoned.
If you don't see what you think you should be seeing, there's a very high chance that you have a filter on and don't know it. This video will show you how to take all your filters off to ensure you're seeing every Opportunity and Contact.