Contacts
Lead Intel
Learn how to use intel in your system to prioritize your follow-up and build better connections with your leads.
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
Keeping detailed records of your contacts allows you to provide a personalized level of service that can drive more conversions and repeat business. Be sure to edit a contact's details whenever you l…
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 added automatica…
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…
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
The CMA feature is available exclusively for users with Market Leader Professional, Teams, or Business Suite accounts. It is not available for Sharper Agent customers or other account types. When you…
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…
Find Contacts for HomeIntelle
Find contacts in your system to receive a HomeIntelle report from you each month.
HomeIntelle Activity & Notifications
HomeIntelle provides data-rich property reports that are loaded with interactive features. When contacts interact with their reports, we'll let you know!
Manually Send HomeIntelle Reports
With HomeIntelle, you can effortlessly engage your database and send data-rich property reports customized for your contacts. Learn how to manually generate and send HomeIntelle reports to your contacts.
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…
