Path: Leads - My Leads - Advanced Search - Show Advanced Search
Reverse Prospecting Lead Search at its most basic level, is a lead search by activity allowing you to find leads who have searched for a given group of properties.
For example, if you ran a brokerage in Boston and wanted to find all of the leads in your CRM who had searched for Condos in Back Bay for 1-1.2 million dollars, you can now do that using the reverse prospecting search.
In practice, any search for properties that a user can conduct on the front end of the system, an agent or admin can now conduct back end for leads allowing the agent or admin to get very granular with lead segmentation and marketing outreach.
To perform a lead search, follow the path above and enter the property criteria that the leads you want to find have searched for.
The system will return any lead who matches your criteria via the following recorded actions:
- Search Activity
- Saved Searches
- Favorite Properties
- Property Notes
- Schedule A Showing
- Listing Inquiry
- Email A Friend