• Contacts vs Leads

  How do Contacts differ from Leads? Leads are individuals you are trying to help buy or sell a property with at this very moment. You may have done business with them in the past or they may be brand new clients. Regardless, you are currently working with them to try and complete a transaction. Contacts are those you have business with in the past. You may have helped them buy/sell their home in the past, or they could be repeat clients who turn to you time and time again for buying investmFew readers

• Contacts & Transactions

  How do I convert a contact into a Transaction? Congratulations on landing a new transaction with a repeat client! To turn a contact into a transaction, complete the following: Click on the drop down in the upper left hand corner. Click on Contacts under CRM. Click on the contact's name. Click Create a Transaction. Be sure to upload any documents and add a much information as possible. Remember, you can update Update Transactions Via Email (/en-us/article/update-transactions-viFew readers