Knowledge Base & Support Center

iHomefinder ONE - Contacts, Leads, and Prospects

Add a Lead

iHomefinder ONE You can manually add leads into your system with just a few clicks. Here’s how: Click on the "Add Lead" sub menu item under "Leads" Fill out the Leads information. Choose the "Lead So...

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Locating Someone in Your System

iHomefinder ONE The easiest way to lookup a lead within your system is by going to the "Leads" tab up in your top menu. Once you are in this system you can locate any lead, prospect, or contact really easil...

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Lead Status – Deleting a Status

iHomefinder ONE In the main menu, select CRM Tools From the menu items along the left side, click Business Process Settings Click the 'delete' icon (trash can) to remove a lead status term. Note that ...

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Lead Status – Reordering

iHomefinder ONE In the main menu, select CRM Tools From the menu items along the left side, click Business Process Settings There are five lists that may be reordered: lead status, lead sources, buyer...

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Looking Up a Lead or Prospect's Campaign Letter History

iHomefinder ONE Your iHomefinder ONE system keeps track of the drip campaign letters being sent to your leads and active prospects. The steps are the same for a lead or a prospect. To find the lead or pr...

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What does the Estimated Price mean and why do I have to fill it out?

iHomefinder ONE The Estimated Price is your estimate of the amount at which you expect to sell a listing for a Seller Propect, or the amount a Buyer Prospect is expected to pay for a home. This dollar amount ...

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What/Who is a Prospect?

iHomefinder ONE <p>A Prospect is someone that you feel is likely to complete a transaction within the next six months. By contrast, Leads are people who have shown some interest in real estate services ...

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How can I tell if a lead has unsubscribed?

iHomefinder ONE There are several ways to tell if a lead has unsubscribed from a campaign or if the campaign is still active. One way is to locate the lead in your Lead List (click Leads in the main menu...

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Adding, Editing & Printing Lead Notes

iHomefinder ONE To add a note to a Lead record, from within the lead's page scroll down the to the Notes section. Enter your text on the right and click "Enter Note" below; the note will appear on the left. ...

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What does the Estimated Probability mean and why do I have to fill it out?

iHomefinder ONE Estimated Probability indicates your chances of closing the deal as things stand now (it can change tomorrow). This is especially useful when applied to all potential transactions in your book...

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