Lead Management

Exporting Leads [Classic]

This article will walk you through how to export your leads from the Placester CRM. Accessing the CRM When logged into the backend of your Placester account, you can access the CRM by clicking on the…

Updated 3 weeks ago

Managing Duplicate Leads [Classic]

This article will show you how to manage any duplicate Leads that may exist in the Leads section of your Placester account. Accessing Leads To view your Leads, log in to your Placester account, click…

Updated 3 weeks ago

What Can Site Visitors Do With an Account? [Classic]

This article will show you what site visitors can do with an account on your Placester site. Log In/Register In the header of every Placester theme are links for leads to create an account on your si…

Updated 3 weeks ago

[Video] CRM: Managing Custom Views [Classic]

This article will explain how to set up and manage custom views in Placester's CRM. Managing your leads effectively is all about filtering out excess noise to quickly access the people and details yo…

Updated 3 weeks ago

Creating Saved Searches for your Leads [Classic]

This article will walk you through how to create Saved Searches for leads directly through the CRM. Please note that this ability is only available on our higher subscriptions. If you’re currently no…

Updated 3 weeks ago

Routing Leads From Other Sources to Your Placester Account [Classic]

With the Placester CRM, agents have the ability to route leads from third party real estates sites such as Zillow, Realtor.com, Homes.com, and Trulia. This article will walk you through the different…

Updated 3 weeks ago

Importing Leads [Classic]

This article will show you how to import leads to your Placester account. Importing Leads To import your leads, first, log in to your Placester account. Then go to the app icon and select CRM. Next,…

Updated 3 weeks ago

[Video] How to Add Tags to Leads and Contacts [Classic]

This article and video will show you how to create, edit, and add tags to leads and contacts so you can better manage and organize your CRM. Tags help you differentiate between the contacts and leads…

Updated 3 weeks ago

Creating Groups [Classic]

This article will show you how to create groups within the Leads feature of your Placester account. What is a Group? A Group is a collection of agents that you've grouped together for managing leads.…

Updated 3 weeks ago

Adding a Note to a Lead [Classic]

This article will show you how to add a note to a lead to keep track of interactions, interest in certain properties or any other important information about the lead. Accessing the Leads Tab First,…

Updated 3 weeks ago

Creating / Managing Tasks (In Leads) [Classic]

The Placester Customer Relationship Management (CRM) system allows you to manage your Leads by providing a Lead Platform to create Lead Notes, Tasks and a platform to view your lead's specific site A…

Updated 3 weeks ago

How Leads Can Create Saved Searches [Classic]

This article will show you how clients can save searches on your website and sign up for email notifications based on those searches. It will also show you how you can view the searches that your pro…

Updated 3 weeks ago
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