James Ibanez

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Recent activity by James Ibanez Recent activity Votes
  • Creating Custom Lead Fields

    Path: Leads > Custom Fields   Custom lead fields will allow you to create a custom, searchable lead field that will show up for all leads.       1)   Login to back end of your site and go to Lead...

  • Creating and Editing Blog Posts

    Path: Content > Blog Posts   To create a Blog Post on your Propertybase website, you must first log in as a user that has been designated as a Blogger.  If you are not a Blogger but would like to b...

  • Live Chat Settings

    If you have an account with a live chat provider, you are able to enter the ID code into the back end settings of your site to enable the live chat feature on the front end. Path: Settings > Config...

  • How to Use Open-Ended Search Fields

    Some of the Boston Logic Platform search fields are open-ended. You would encounter these fields when creating a Search Page or setting up a Saved Search. For example, the Keyword field is an open-...

  • Lead Notification Texts - Pending Acceptance

    The Boston Logic Platform is now able to send text messages to agents alerting them of their pending leads and allowing them to accept or reject the leads right from their phones.  To enable this f...

  • Creating Your Google Tag Manager Account

    Creating Your Google Tag Manager Account    Sign up for a free Google Tag Manager account by going here and clicking the “Sign Up for Free” button. You will need a Google account in order to sign u...

  • Virtual Documents Fields Options

  • Virtual Documents

    Path: Leads > My Leads > Search and select specific lead > Documents > Virtual DocumentsVirtual Documents is an (optional) tool which lets you fill out your commonly used paperwork automatically by...

  • Creating a Contact

    Path: Leads > ContactsA Contact is usually a person who will not be purchasing or selling property, and therefore will not need all of the backend functionality of a Lead. Think of Contacts as peop...

  • Lead Messages

    Lead Messages are communications sent from yourself or another user of your website with leads in your Leads database. Creating a Lead Message can be done one of two ways: Locate and click the Quic...