Leads Direct Checklist

It’s important to complete the steps below to make the most of your Leads Direct experience. 

  1. Login 
  2. Upload your profile picture and logo 
  3. Edit email signature 
  4. Select your MLS feed  
  5. Submit MLS Paperwork 
  6. Select MLS Agent and Office IDs 
  7. Complete the website setup wizard 
  8. Take the welcome tour 
  9. Review account settings 
  10. Review activity alerts 
  11. Download the Market Leader app
  12. Attend your onboarding call 
  13. Import or sync contacts from Google or Office 365. Have leads from other sources? Utilize Lead Stream to manage all your leads in one place. 
  14. See the full Leads Direct lead experience. 
  15. Watch this video to understand best practices on working with online leads. 

How did we do?

Network Boost Checklist

HouseValues Checklist