It’s important to stay organized and prioritize your work everyday. Watch as we go through some of the tools that will help you focus on who to follow up with first. We’ll also show you what BoomTown tools will help you manage all this — whether that’s quickly sending emails based from the hot sheet to contacting prospects that re-visit your website.If you’re a BoomTown user with a question about this video, please contact Support.
What if you only had 10 minutes to prioritize your day.
Where would you start? I’m going to show you in 90 seconds where to get started.
First things first. Log into your Boomtown CRM
and see if any leads were assigned to you since your last log in.
Follow up with those leads first before moving on.
There are 4 tools you should use to start your day.
1- Hot Sheet, 2- To-dos, 3- NOW Panel, and Segments in lead central
First check the hot sheet and see what’s new on the market or recently reduced.
Pay attention to which properties have best fit leads and send those leads an email
so you can show them you’re keeping them top of mind
Now I’m sure you’ve been creating to-dos for all of your leads, right?
Check what needs to be crossed off the list for today, so you can move on to other opportunities.
The NOW panel or New Opportunity Wall shows you a variety of thing your leads are doing including, which leads are back on the site, interested in a particular listing, or one of your listings.
You should be reviewing this list multiple times a day to see what new opportunities are knocking at your door
Don’t forget about the default segments in lead central!
Reviewing which leads have never been called or you need to keep trying with,
gives you a hit list of people to follow up each day.
You should also have a saved segment that outlines the criteria for your dream client list so you can quickly see if you have any new leads that fit that list.
There you have it! Having a prioritized list of things to do,
helps streamline your day and make sure that nothing falls through the cracks.