How to Access and Create Follow Ups for Your Leads - Video

This video covers accessing and creating Follow Ups for your leads.

Follow Ups are called Tasks in the mobile app.

• Related Articles

• How to Upload Client/Lead Lists to Your Lead book - Video

  Maintain a strong relationship with your leads and clients by adding them to your client manager. Learn how to add, edit and delete clients and leads from your database. You can then create, delete and update your lead categories. Use these ...

• Welcome to Your InCom Agent Website - Video

  This video tutorial will walk you through finding all the contact relationship management tools, and the website editing tools of your InCom real estate website. This is a great video for new users, or for long time users looking to make the most of ...

• Searching For Leads in the Lead Book - Video

• Creating and Editing Default Lead Settings

  Default lead settings include elements like whether partial leads are created, what automatic follow ups are created for leads, filtering out spam leads and more. This video will help if you're looking for answers to the following questions: How to ...

• How to create a form with an Autoresponder - Video

  Learn how to save some time by creating a form with an autoresponder. Contacting each lead can be time-consuming so in this video, you will learn how to create a form which automatically sends a reply email to the visitor who fills it out. This is a ...