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Viewing Your Leads

This article will show you how to view the leads that you've generated from your website. Lead Capture Forms. There are various lead capture forms and calls to action across your Placester site that…

Katherine Ramirez
Updated 1 week ago by Katherine Ramirez

Editing your Leads individually and through Bulk Actions

First, login to your Placester account and click on the Application Icon in the upper right corner of the screen. CRM Tab. First, locate and click the CRM tab from your page to view all of your curre…

Katherine Ramirez
Updated 1 week ago by Katherine Ramirez

Manually Adding a Lead

This article will show you how to manually add a lead to the Leads feature in your account. The Importance of Leads . We understand the importance of leads and keeping track of those leads to your Re…

Katherine Ramirez
Updated 1 week ago by Katherine Ramirez

Removing a Lead

This article will walk you through how to remove a lead. There might be a lead that ends up in your account that you think is spam or that you have disqualified and would like to remove from your acc…

Cherry Arn Tomayao
Updated 1 week ago by Cherry Arn Tomayao

Routing Leads From Other Sources to Your Placester Account

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. locate and click the CRM tab from your page t…

Nelly Gensoli
Updated 1 week ago by Nelly Gensoli

Importing Leads

This article will show you how to import leads to your Placester account. Importing Leads. To import your leads, first, login to your Placester account. Then locate and select CRM. Next, click the Im…

Nelly Gensoli
Updated 1 week ago by Nelly Gensoli

Managing Duplicate Leads

This article will show you how to manage any duplicate Leads that may exist in the Leads section of your Placester account. Accessing Leads. First, locate and click the CRM tab from your page to view…

Cherry Arn Tomayao
Updated 1 week ago by Cherry Arn Tomayao

Exporting Leads

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

Cherry Arn Tomayao
Updated 1 week ago by Cherry Arn Tomayao

Adding a Note to a Lead

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,…

Chrysa Hazelene
Updated 1 week ago by Chrysa Hazelene

How to Add Tags to Leads and Contacts

This article 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 you have…

Nelly Gensoli
Updated 1 week ago by Nelly Gensoli

Creating Saved Searches for your Leads

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…

Nelly Gensoli
Updated 1 week ago by Nelly Gensoli

How Leads Can Create Saved Searches

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…

Chrysa Hazelene
Updated 1 week ago by Chrysa Hazelene

Editing a Plan

This article will show you how to create a new Work Plan template. What is a Plan? Plans are the Placester version of drip email marketing. A Plan is a series of automated emails that you can send to…

Cherry Arn Tomayao
Updated 1 week ago by Cherry Arn Tomayao

Creating a New Email Template

This article will show you how to create a new email template to be used in a Work Plan. Email Templates. A Plan is a series of automated emails that you can send to your leads to nurture them into b…

Cherry Arn Tomayao
Updated 1 week ago by Cherry Arn Tomayao

Adding single or multiple leads to a plan

This article will show you how to add a lead or leads to a plan. Adding a Lead to a Plan . By adding a lead or leads to a plan, you're initiating a series of automated emails that will be sent to you…

Cherry Arn Tomayao
Updated 1 week ago by Cherry Arn Tomayao

Autoresponders

This article will walk you through how to use the autoresponder feature.. Please note that this feature is currently only available on certain subscription levels. If you notice that you don’t have a…

Cherry Arn Tomayao
Updated 1 week ago by Cherry Arn Tomayao

Creating and Managing Your Email Blasts

This article will walk you through how to create a one-time Email Blast to be sent to your leads. Please keep in mind that this feature is only available with our Pro Packages. If you are not using o…

Cherry Arn Tomayao
Updated 1 week ago by Cherry Arn Tomayao

Creating a New Drip Campaign

This article will show you how to create a new Drip Campaign. What is a Plan? Plans are the Placester version of drip email marketing. A Plan is a series of automated emails that you can send to your…

Cherry Arn Tomayao
Updated 1 week ago by Cherry Arn Tomayao

What Can Site Visitors Do With an Account?

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

Nelly Gensoli
Updated 1 week ago by Nelly Gensoli

CRM: Managing Custom Views

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…

Nelly Gensoli
Updated 1 week ago by Nelly Gensoli

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