Tutorial #3: Editing Lead Information It is easy to search for and edit a lead.  You can search for a lead 11 different ways… Name (first or last) Property Address Property City Property State Property Zip Owner Address Owner City Owner State Owner Zip Phone Number Email Address To view a lead’s detailed information, simple [...]

Tutorial #2: Importing Leads from Excel This is the method I prefer to enter in all my leads.  If I have a few dozen leads to enter into beta 5, I like to put them in an excel spread sheet and then import them. Open up the Leads area Click “Import” then “…From Excel” Select [...]

Tutorial #1: Entering A Single Lead One of the first things you’ll want to do after installing SI Lead Manager – Beta 5 is to put some leads into the system.  One of the two ways to do this is by manually entering in each lead.   Here are the steps you need to follow [...]