Contacts / Leads
Lead User vs. Lead Owner
? Understanding Lead Roles Before reassigning a lead, it is important to understand the two distinct roles within Back At You: Lead Owner ? Being the Owner of a lead means that you own that lead and can assign users to it if needed. You will have ...
Your Back At You CRM
? Your Back At You CRM We know that your relationships with your contacts and leads are key to your success—and it all starts with a powerful, flexible CRM Dashboard. Read below to discover what’s new and improved, and learn how to make the most of ...
Adding Contacts to Your CRM
? Adding Contacts to Your CRM Building your database is the first step to success! Whether you are adding a single new connection or migrating your entire book of business, Back At You makes the process simple. ?✨ There are two primary ways to get ...
Merging Contacts
? Merging Duplicate Contacts Maintaining a clean database is essential for staying organized. If you discover duplicate entries for the same person, you can easily combine them into a single, comprehensive record. ?✨ Follow these steps to ...
How to Purge Duplicate Contacts
? How to Purge Duplicate Contacts If you have a large database, manually merging duplicates can be time-consuming. The Purge Tool is a powerful way to clean up your CRM by identifying and removing duplicate records in bulk. ?✨ This process helps ...
Leads Report
? Generating Leads Reports Whether you need a quick overview or a deep dive into your data, the Reports Dashboard provides the tools you need to stay informed. ?️ How to Run a Leads Report Access Reports: Click the Reports tab on your left-hand ...
Creating and Utilizing Tags (Previously Known As Contact Types)
?️ Tags (Contact Types) Tags (previously known as Contact Types) are a great way to keep your contacts and leads organized. By categorizing your clients, you can send targeted eMarketing campaigns and find exactly who you're looking for in seconds. ...
Customer Relations Frequently Asked Questions
❓ Frequently Asked Questions: Contact & Lead Management ? Getting Started & Organization Can I upload a list of contacts? Yes! You can upload a CSV file of contacts. To learn more about how to do this, see our article on Uploading Your Contacts. Do ...
Deleting Contacts from Your CRM
?️ Deleting Contacts from Your CRM Before you begin, please keep in mind: The deletion process cannot be reversed. Always double-check your selection before confirming. ?️ How to Remove Contacts Navigate to CRM: Click on Contacts on your left-hand ...
Exporting Contacts and Leads
? Exporting Contacts and Leads The Export Walkthrough will guide you through filtering exactly which groups and data points you want to include in your file. ?️ Step-by-Step Export Guide Access the Dashboard: Go to your main contact dashboard by ...
Creating Labels (Using Label Merge)
?️ Creating Labels Follow these steps to generate a mailing label document using the Contact Management Label Merge Wizard. 1. Launch the Wizard Select Contacts from the left-hand navigation menu to open your CRM Dashboard. Click the More Actions ...
Set Up Property Watches
? Setting Up a Property Watch Setting up a Property Watch through Back At You (rather than the MLS) allows you to track all your client’s interactions and "liked" properties in one central location. Client's can access their Property Watch through ...
CRM Custom Fields
? Adding Custom Contact Fields If you need to track specific details like birthdays, spouse names, or work history that aren't in the standard contact form, Custom Fields are the perfect solution! This allows you to tailor your CRM to your unique ...
Leads
? What is a Lead? A lead is automatically entered into your CRM from an external source. Leads typically originate from: ? Back At You Social ? Agent Websites ? Open house sign-in sheets. ? Direct forwarding from third-party sources. ? How to ...
Sharing Your Contacts
? Sharing Your Contacts Sharing contacts is a powerful collaboration tool, especially for teams and partnerships. By setting up a "Share," you can give colleagues the ability to view and manage your database according to the permissions you set. ?✨ ...