Contacts
Contact Details
Working your contacts has never been easier, with your newly transformed contact details. Simply click on a contact and the contact summary and details will slide in, where you can view contact timeline and details, property info, and quickly take action by adding them to a group or campaign.
Add a Contact
You can manually add contacts to your Market Leader system to give them access to the listings on the website, to set them up for Listing Alerts, and to track their activity on the consumer website.
Edit a Contact
When you select Edit on a contact summary page, there are a variety of details you can customize. Find a Contact to Edit. To edit an existing contact, you’ll need to find them first. To search for yo…
Contact Address
You can manage a contact's address in their contact record - whether it's a seller's listing address, or a past client's mailing address. For HouseValues.com leads, the address will be automatically…
Listing Alerts
A listing alert is an automatic email notifying a contact of new listings or price changes for properties that match their search criteria. They include links to full property information on your web…
Contact Search
Your Market Leader system has a variety of contact search and filter options, so you can find just the right contacts, and send just the right message. Have you created groups for your contacts? Clic…
Import Contacts
Importing all of your contacts into one system allows you to effectively keep in touch with all your contacts, build relationships, and win more business. You can import contacts from a CSV file (whi…
Export Contacts
To export your contacts from your Market Leader system into a CSV file, hover over the Contacts tab, and select Import/Export. Next, click the Export Contacts tab. Here you can choose how you want to…
Contact Types
There is a variety of contact types you can use to label contacts in your system, organize and manage your database, and target your marketing. These types are an indication of the contact's motivation or relationship with you.
Contact Status
Setting a contact’s status is a great way to organize your database, while identifying contacts that need attention or may become clients. Using the contact status is also a great way to move your co…
Create and Manage Groups
Groups are a way to organize your contacts so that you can easily identify those with similar traits or goals. For example, you may want to create a group for first time home buyers, long-term seller…
Recently Active Contacts
Active contacts are engaged contacts - whether it's a new lead or a returning contact - and being able to see what recently active contacts are looking at allows you to follow-up quickly with relevant content. Here you'll learn how you can find recently active contacts in your system, as well as tips and scripts for a stellar follow up.
Market Insider Newsletter
Market Insider includes a monthly newsletter report email that provides your contacts with valuable market data for areas they're searching in, and drives them back to your website.
Bulk Updates to Contact Records
There are times when it is super convenient to be able to update selected contacts at the same time. It might be moving people into or out of a group, adding a comment or change a status for all, sending an email to a list of contacts, or even printing mailing labels for your contacts.
Contact Welcome Email
The Welcome Email is an email sent to new contacts that provides them with a link to your website, their login credentials to your website, and an introduction to you. There are two types of Welcome…
Send a Quick CMA
When you get a new seller lead, you can send them a quick CMA from your system to provide them with an estimate of their home's value, as well as open the door for more engagement with them. The CMA…
Add Contact Notes
You can add notes to a contact to keep track of important information relating to that contact, or quickly and easily remind yourself of what you may have spoken or emailed about. You can add a note to history from the All Contacts section of your system, or from a specific contact record.
Send MLS Listings to Contacts
Sending listings from your Market Leader system allows you to provide targeted, relevant content to your contacts. You must have your MLS approved and set up in order to send listings from your syste…
Delete a Contact
How to Delete a Contact. At the top of the home page, click Contact and All Contacts. From there, either type in the contacts name you'd like to delete in the Find a Contact search bar or select the…
