Data

Getting Started - Data

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Agents⁠

- add all the agents in your group (and their information) to this table!

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Full List of Clients⁠

- already have a book of business full of clients? Add their information here. Feel free to add columns if there is more information on them that you’d like to store.

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Neighborhoods⁠

- complete this table with all of the neighborhoods in which you do business.

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Properties⁠

- add properties (buying or selling) that are on your radar

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Types of Property⁠

- will serve as your selection options for the properties you add to the above

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Lead Generation Form⁠

- this is the form that you can hyperlink or embed on to your own website to capture inbound leads. To find the link to publish, hover over it, click Options, then Publish

Agents

Agents

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DB Showings

DB Showings

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Full List of Clients

Full List of Clients

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Neighborhoods

Neighborhoods

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DB Properties

DB Properties

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Types of Property

Types of Property

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Lead Generation Form

Lead Generation Form

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