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…

Katherine Ramirez
Updated 9 months ago by Katherine Ramirez

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, and c…

Katherine Ramirez
Updated 9 months ago by Katherine Ramirez

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 9 months ago

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 y…

Katherine Ramirez
Updated 9 months ago by Katherine Ramirez

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 n…

Katherine Ramirez
Updated 9 months ago by Katherine Ramirez

Routing Leads From Other Sources to Your Placester Account

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…

Katherine Ramirez
Updated 2 years ago by Katherine Ramirez

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 check the CRM tab on the top of the dash…

Katherine Ramirez
Updated 9 months ago by Katherine Ramirez

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 lead…

Katherine Ramirez
Updated 9 months ago by Katherine Ramirez

Creating Groups

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 2 years 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,…

Katherine Ramirez
Updated 9 months ago by Katherine Ramirez

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…

Katherine Ramirez
Updated 2 years ago by Katherine Ramirez

How Leads Can Create Saved Searches [Classic]

Please keep in mind that the Placester CRM is currently only available on certain subscription levels. If you are not using one of these packages and are interested in learning more please visit our…

Katherine Ramirez
Updated 9 months ago by Katherine Ramirez
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