James Ibanez

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Articles

Recent activity by James Ibanez Recent activity Votes
  • Importing Leads/Contacts through your own CSV File

    Path For Importing leads: Leads > Import LeadsPath For Importing Contacts: Leads > Contacts > Click the purple "Actions" button (located at the far right) > Import From CSVYou can import Leads/Cont...

  • Unassigned Leads pool

    Path: Leads > Unassigned LeadsLeads did not get matched with an agent during the "Auto Assign Leads" or "Advanced Lead Distribution" rounds fall into the Unassigned Leads pool. View Lead Assignment...

  • Contact Custom Fields

    Contact Custom Fields Path: Lead > Custom Fields > Add Another Field > For ContactContacts can now have custom fields. Additionally, when you promote the contact to a lead, if the custom field also...

  • Subscribe Contacts to Daily Search Emails via Bulk Update

    Path: Leads > Contacts> Check the boxes in front of the Contact names > Bulk Update > Daily EmailsYou can now bulk update Contacts to receive or stop receiving daily search emails for both Sale and...

  • Saved Searches

    Path: Lead > My Leads > Search and select particular lead > Saved Searches Leads can sign up on your website for daily email updates containing new or updated property listings that meet their sear...

  • Click to Call

    Get your agents to call their leads in a timely manner with the Click to Call. This feature on the Boston Logic Platform makes it extremely easy for agents to follow-up with potential clients. When...

  • Export Leads

    In order to export All Leads from the Boston Logic Platform (you must be logged in as a Broker or Admin):1. Navigate to Leads > All Leads2. Select the checkbox to highlight all leads. Click on "App...

  • Daily Digest Emails

    To enable Daily Digest Emails, simply select the checkbox at the bottom of your agent profile.1. Login2. Click on your photo at the top right3. Click on My Profile4. Click on Edit5. Scroll to the b...