Leads – RealtyBackOffice

Leads

19 articles

Collaboration In RBO

Last Updated: April 13, 2023

RBO Teams Module Explained

Last Updated: April 13, 2023

Lead – Filters

Last Updated: August 29, 2022

How To Add My Own Lead

Last Updated: August 12, 2022

How To Edit Lead Contact

Last Updated: August 18, 2022

How To Convert A Lead Into A Contact

Last Updated: August 15, 2022

How To Accept Or Decline A Lead

Last Updated: August 11, 2022

How To Add Lead Details

Last Updated: August 11, 2022

How to Add Lead Tags

Last Updated: May 6, 2022

How To Add Documents To A Lead

Last Updated: August 11, 2022

How To Add Action Plans To A Lead

Last Updated: August 11, 2022

How To Add Collaborators To A Lead

Last Updated: August 11, 2022

How To Give Full Access To Collaborators To Edit The Lead

Last Updated: August 15, 2022

How To Add A Task In Lead

Last Updated: August 11, 2022

How To Edit Lead Task

Last Updated: August 11, 2022

How To Add A Comment To Lead Task & View Task Logs

Last Updated: August 12, 2022

Co-Agent/Team Member Can View All Tasks Related To The Lead

Last Updated: August 12, 2022

How To Add Lead Notes

Last Updated: August 12, 2022

How To Discard A Lead

Last Updated: August 12, 2022

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