Exploring the Lead Profile J. Rockcliff Training Module 5
Table of Contents Your Expertise + Boston Logic = Agent Success
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Introduction Navigating Lead Details Setting Up a Saved Search for a Lead Setting Up Market Insights for a Lead
Introduction The last training module covered how to import your leads into the Boston Logic Platform. In this module, we’ll focus on Lead Details. This is where the platform lets you focus on an individual lead and how they are interacting with the listings on our site. What you’ll learn: ● How to navigate Lead Details ● How to set up a Saved Search for a lead ● How to set up Market Insights for a lead
Why is this important? Lead Details give you a portal into what your leads are looking for. With Lead Details, it’s easy to see which listings your leads have viewed, saved, and marked as favorites.
Navigating Lead Details Log in to your account on our website. Go to the Dashboard. Hover over Leads and select: My Leads.
The next screen will show you all your Leads. In the Boston Logic Platform, this means you are their Assigned Agent. Notice the three orange boxes in the top right corner. These allow you to: ● Create a New Lead ● Do an Advanced Search ● Download a Vcard of your active leads
Take a moment to look at an individual Lead.
You’ll notice that each Lead is prioritized by a LogicScore. So what is that? The LogicScore counts the actions a lead takes on our website. Actions like viewing a property and contacting an agent, for example. Leads with higher Logic Scores are the ones that need attention. We’ll get into more detail in a later training.
Right now, let’s take a look at Lead Details. Select a Lead. Selecting a Lead will bring you to the Lead Detail page. The Lead Detail page will look like this:
Notice the Lead Info box on the left side. This is an important box. The Lead Info box has 10 essential elements. 1. Lead Info 2. Notes 3. Activity 4. Favorites 5. Saved Searches 6. Tasks 7. Events 8. Email Marketing 9. Market Insights 10.Lead History
Let’s walk through each one. Start with Lead Info. When you select Lead Info, a new box will open. Lead Info shows the lead’s email, phone, address, and assigned agent.
Move to Notes next. Select it to open it. Notes gives you a tool to add your own notes about your lead.
Activity shows you how a lead has interacted with our website. ● Search Activity shows the properties the lead viewed and when they were viewed. ● Toolbar Activity shows actions the lead has taken action, such as contacting an agent, scheduling a showing, emailing a listing, or taking notes on a property. ● Form Submissions shows if a lead has filled any forms, like a contact form.
Favorites shows which properties a lead has marked as favorites.
Saved Searches allows you to send a lead an email with any listing that matches their search criteria and that has been added or updated in the MLS in the last 24 hours. You can choose to send emails daily, weekly, or monthly.
Tasks is a tool that allows you to create action items with due dates. No more scribbling out a “to do” list on a sheet of paper.
Events tool allows you to create events like showing a property.
Email Marketing shows which email lists your lead is on. It also shows a record of which emails were sent to your lead.
Market Insights allows you to set up automated emails that give your leads data on the markets they’re interested in.
Lead History shows the entire history of the lead from creation to the present.
Setting Up a Saved Search We highly recommend that every Lead in your CRM has at least one saved search set up for them. Saved Search sends an email to your lead for any listing that matches their search criteria and that has been added or updated in the last 24 hours.
Saved Search is easy to set up. Here’s how. ● From the Lead Details page, select: Saved Searches ● Then select: Create New Saved Search
A new screen will open. ● On that new screen, fill in the fields. ● Be sure to scroll down to fill in all the fields you want. ● To save the search, select the Create Search button.
Here’s a sample of what a daily saved search email looks like.
Setting Up Market Insights Sending your leads Market Insights is a great way to help your leads track the market—and keep your services top of mind. It takes seconds to set one up.
â—? From the Lead Details page, select Market Insights. â—? Then select New Market Insight Update.
● A box will pop up. It looks like this. ● Select a Location. ● Then select the criteria your lead is interested in. ● Choose how frequently you want the lead to receive the report. ● Enter a report name. ● Save your changes by selecting the green Subscribe button.
Boston Logic Help and Support Help and support are always there when you need it. â—? Boston Logic Help and Suppor t is the online help center. â—? Daily Training Schedule & Use r Guide is a searchable guide with step-by-step instructions for using the Boston Logic Platform.
If you need more help, you can always contact Boston Logic’s client success team by phone at 617-266-9166 Ext 2 or by emailing them at help@bostonlogic.com. Support is available Monday through Friday from 5 AM to 5 PM Pacific Standard Time (8 AM to 8 PM Eastern Standard Time).
info@bostonlogic.com / www.bostonlogic.com
Recap In this training, we covered: ● 10 essential elements of a Lead Detail ● How to set up a Saved Search ● How to set up Market Insights There’s a lot more to the Lead Details page that will help you interact with your leads to drive sales. We strongly encourage you to attend a Boston Logic CRM Training session. They’re held every Monday at 9 AM PST and every Thursday at 11 AM PST. Click the link for more info and to sign up.
What’s Ahead In the next training, we’ll cover how the Boston Logic Platform helps you know which leads to spend time with.
J. Rockcliff Training Module 5