Pro IDX + CRM : Assign and Track Lead Type In Agent CRM

In the Agent CRM you can classify all leads as being a Buyer, Seller and/or Renter, and filter by this classification.

Setting a Lead’s Type

1. Navigate to a specific Lead’s record page.
2. In the Contact box on the left, click the “EDIT” link.
3. An “Edit Contact” screen will open. In the last field, you can assign a lead a type. You can give a lead just one type, or all three types: Buyer, Seller, Renter.

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