Managing Referrals/CRM
- How do I handle unresponsive leads?
- Where do I find the referral agreement for a specific lead?
- Direct Referrals
- Should I handle all communications in the app?
- Will referrals still go to my CRM?
- How can I set up my leads to go to my CRM?
- What does each status mean?
- What does “Unavailable” or “This opportunity is committed to another Pro” mean?
- How do I change a lead’s status to closed in the app?
- How do I organize leads by follow-up date?
- Where can I add a property to a lead?
- Which referrals transfer into the app at first? Will new ones be saved as they are added?
- Is there a way to see who is assigned to each lead?
- When should I update a referral to "Buyer" status?
- Do the statuses sync between the app and the web version?
- Can I mark a message as “unread” if I don’t have time to respond right now?