Content with label internal-only=archived+primary-topic=contact-management in Help (See content from all spaces)
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Page: Add a Contact for Suite Agents
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. T…
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Page: Contact History Details
Activity Feed The Activity Feed in the contact summary stores a log of events or activities for that contact, including hand raises, emails to and from, notes, reminders, and contact actions (e.g. ope…
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Page: Contact Welcome Email for Suite Agents
What is a Welcome Email? A 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 a customizable introduction to you…
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Page: Create and Send an HTML Email
Your Marketing Center now has a selection of templates and campaigns created using full HTML. There are many advantages to HTML optimized designs: Consumers don’t need to have images enabled to see th…
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Page: Dotloop Integration
Manage Transactions with Dotloop Integration Feeling loopy?! You can connect your Market Leader account to Dotloop! The integration will allow you to initiate, view, and update your loops directly fro…
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Page: Follow Up Wizard
  The Follow Up Wizard allows you to quickly – and effectively – engage with your new contacts, re-engage existing contacts, and set up action plans to convert more leads. You can launch the Follow Up…
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Page: Manage Transactions
Add and Manage Transactions You have the ability to add transactions for your contacts in your Market Leader system, so you can truly have a lead-to-close experience for all of your contacts! There ar…
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Page: Send MLS Listings to Contacts for Suite Agents
Sending listings from your Market Leader system allows you to provide targeted, relevant content to your contacts. There are two ways to send listings to your contacts: From a specific contact record …
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