Following Up on Leads from Contact/Custom Forms

RealtyTech Support Center

Following Up on Leads from Contact/Custom Forms

Download PDF file : Following-Up-on-Leads-from-Contact-Custom-Forms.pdf

Following Up on Leads from Contact/Custom Forms

When a potential customer fills out the form on the “Contact Me” page of your website, you can follow these instructions to retrieve their information.

Step 1
After you have clicked on “Agent Center” at the bottom and have logged in to your Agent Website, click on the “Contacts” button at the top within the “Dashboard Menu”

You will see a table with all of your contact’s submitted information.

Step 2
With this table of contact information you can do a variety of things including:
  – Edit contact information in that line.
  – Completely delete contact information
  – Export your current contact list into and Excel doc
  – Export the contact to Microsoft Outlook

Step 3
If the client has provided you with all of the necessary contact data, you can manually add the contact to your database by clicking “Add Contact” at the bottom of the contact table.

Step 4
After you have entered all information for your new contact, click the “” icon to submit. That’s it!

Great Standard Features of ALL our
Website and IDX Packages

Website Features
Beautiful Mobile Friendly Responsive Designs
Fully Integrated IDX MLS Listing Search with Amazing Features, and Widgets
Content Management System: Easy to Add Pages, Photos, etc.
Contact Management Systems: Captures Leads from BOTH your Website and IDX
Over 50 Pages available, add them as you wish beyond the initial build of 20+ pages
Built-in Forms Creation: Change or Create any form you want
Built-in Image editor saves time!
What’s My Home Worth? Lead capture form
Buyers/Sellers Articles
FREE Reports with drip emails
School/Community Info
Testimonials Page
Quick Loan Quote Form, emailed to your selected Loan Officer
Export Leads to Excel or Outlook CSV
10 Calculator Suite for Your Users
Our Team Page: Displays a photo and info for each team member
SEO Search Engine Optimization: Add keywords; customize URLS, Meta Tags and more!
Website Visitors, Time on Site and Leads Stats in your Admin section
Hire RealtyTech to actively market your site online for you!
Live Virtual Assistant Service available
IDX Features
The Nation’s Best Full Featured IDX MLS Search System
Your Photo, Phone and Email on ALL Live MLS Listings regardless of Listing Agent
Fully Automated Listing Alert Email System: Keeping you on their minds daily
Capture Leads with your VIP Membership System
Generate Instant Custom IDX Searches for your Users
Customizable Polygon Search and Save Feature
Beautiful Map search with Street View
Featured Homes Widget: Highlight your own listings and market automatically
Featured Markets Widget: Localize your site with Geo-Targeted Search Widgets
My Office Listings Widget
Market Snapshot Widget: Show live activity in your specific market
Automated Open House Page
SOLD Properties Pages
Foreclosure Listings
Website Stats Admin Page
Live Virtual Assistant Service available
Automated Open House Page
Additional Features for Broker Websites and Broker IDX:
Agent Gallery: Photo and info for every agent with search feature. IDX feed integrate to display all of that Agent’s Info
Agent Leads: Broker IDX displays Agent Photo and Contact Info on their own listings on the Office/Company Website.
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