Leads
Adding New ReferrersThis article will run through how to add new referrers within your account in Reapit Lettings
Contact SessionsThis article explains the process to conduct a Call Session within Reapit Lettings BDM. The Call Session feature allows BDMs to track and follow up leads, without having to add notes manually to every lead. The process in this article include: Conducting a Call Session
How to Bulk Contact Lettings BDM LeadsThis article will cover sending bulk communication to Lettings BDM leads in Reapit Lettings
How to Create a New LeadThe following process outlines the steps to manually create a new lead within Reapit Lettings
Importing Leads into BDMThis Reapit Lettings article will run through how to use the Lead Importer in import leads into Lettings BDM.
Leads Activity TabThis article shows how to manage Lead Activity Tab
Leads Campaigns TabThis Reapit Lettings article explains how to Add and Manage Campaigns within a Lead. Note: There are 2 ways you can add Campaigns against Leads in Lettings BDM. The processes in this article include: Adding a Campaign – Individual Lead Putting a Campaign on Hold & Cancelling a Campaign Adding a Campaign to multiple Leads
Leads Files TabThis article shows how to manage Leads Files Tab in Reapit Lettings. The Leads File Tab provides an easily accessible location to store files and documents related to the Lead. Accepted file types: .csv, .doc, .eml, .gif, .jpeg, .jpg, .msg, .pdf, .png, rtf, .txt, .zip. The processes in this article include: How to Add a File to a Lead How to View or Delete a File
Leads Property TabThis article shows how to manage Leads Property Tab
Leads Virtual Listing Kit TabThis Reapit Lettings article shows how to create a Virtual Listing Kit within a Lead. The process in this article include: How to Create a Virtual Listing Kit within a Lead
The Lead Summary ScreenThe Lead Summary Screen displays information about the lead and associated activities that have been done within Reapit Lettings. he processes in this article include: Accessing Leads Lead Summary Header Lead Engagement Lead Status Messaging Lead Contacts Quick Add
Updating a LeadThis article will run through how to update the status of a Lead and communicate the change through Reapit Lettings. The processes in this article include: Update a Lead Status Bulk Update Leads