• Post to Lead Pool

  How do I post to Lead Pool? Lead Pool is a complete network of agents who utilize RealtyPass. Rather than assigning a lead to a specific agent, you can post your lead in Lead Pool. This allows anyone to pick up the lead and assist them with their transaction. To post to lead pool: Click the drop down in the upper left hand corner. Click on Leads under CRM. Click on the name of the lead. Click Reassign Lead. Click the toggle button in the upper left corner of the box so Lead PooFew readers

• Accept from Lead Pool

  How do I accept someone from the Lead Pool? If you are looking for new leads, Lead Pool can help you find someone. To see who is available in the lead pool and accept them: Click the drop down in the upper left hand corner. Click on Leads under CRM. Toggle My Leads to Lead Pool by clicking the button. If it looks like a good fit, click Accept. Once you accept the lead, you will be responsible for their transaction. The agent who posted the lead in the Lead Pool may have asked foFew readers

• Reassign Leads

  How do I assign a lead to someone I know? If you need to assign a lead to someone else, complete the following: Click the drop down in the upper left hand corner. Click on Leads under CRM. Click on the name of the lead. Click Reassign Lead. Enter their email, name, and phone number. Enter your referral fee. Click submit. The history on the right hand side will keep an accurate log of who has been assigned to this lead. We built this into RealtyPass to help paint a betterFew readers

• Convert Lead into Transaction

  How do I convert a lead into a Transaction? Congratulations on your new transaction! To convert a lead so you can get started: Click the drop down in the upper left hand corner. Click on Leads under CRM. Click on the name of the lead. Click Create Transaction. Be sure to add as much information and any documents that you can. Remember, you can Update Transactions Via Email after they are created.Few readers

• Lead Scoring

  What is a Lead Score and how do I set it? A lead score indicates how likely a lead is to convert into a closed transaction. Leads enter the real estate market at various levels. Some are just interested in seeing what's out there and others are ready to buy/sell a property right now. Lead scores can help you understand where someone is in their buying/selling decision and what efforts you need to make to encourage them to complete the transaction. Complete the following to set a lead score:Few readers

• Lead Follow Up

  Does RealtyPass offer pre-made workflows for follow-up? Yes! We offer pre-made follow up workflows for buyers, sellers, and referrals. Read more about Workflows.Few readers