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Managing Leads and Deals

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Managing Leads and Deals (13)

Leads & Deals Queries

Where do I log in to manage leads and deals?

Modified on Wed, 4 Jun at 3:04 PM
How do I access the deal progression screen?

Modified on Wed, 4 Jun at 1:05 PM
Can I edit or manually add a lead?

Modified on Wed, 4 Jun at 3:05 PM
How do I change a lead’s status to ‘Contacted’?

Modified on Wed, 4 Jun at 3:04 PM
When should I update the status to ‘Viewing’?

Modified on Wed, 4 Jun at 3:07 PM
What does ‘Ready for Offer’ mean?

Modified on Wed, 4 Jun at 3:09 PM
How do I mark a lead as ‘Under Offer’?

Modified on Wed, 4 Jun at 3:10 PM
What happens after a deal is under offer?

Modified on Wed, 4 Jun at 3:11 PM
How do I convert an offer to a sale?

Modified on Wed, 4 Jun at 3:11 PM
What information do I need to update in the ‘Sale Agreement’ stage?

Modified on Wed, 4 Jun at 3:14 PM

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