Lead Management
How to Remove PropSpace system integration from Meta / FaceBook
If you have integrated PropSpace CRM with Meta (Facebook Business Manager) and need to disconnect it, follow this step-by-step guide to ensure a smooth removal process. Step-by-Step Guide to Remove the Integration Step 1: Log in to Meta Business ...
How to activate the auto-import of leads from my Portal?
Auto-importing of leads from property portals can save you time and effort in manually recording inquiries from property portals. Currently, PropSpace only supports the auto-importing of leads from, Dubizzle, Bayut, and PropertyFinder directly. It ...
Facebook and Instagram Lead Integration
Facebook and Instagram lead integration streamlines the process of capturing and managing leads from social media, ensuring timely follow-up and maximizing marketing efficiency. How to integrate the Facebook and Instagram to PropSpace account? ...
Is there a limit on the enquiries I can take from the Lead Pool?
Is there a limit on the enquiries I can take from the Lead Pool? Setting Lead Pool Limits Process: Navigate to Admin: Go to Admin -> Profile -> Leads tab. Set Daily Limit: Specify the number of enquiries an agent can pick up daily. Why This Matters: ...
How to pick up a lead in the Lead Pool?
How to pick up a lead in the Lead Pool? Assigning Leads from the Lead Pool Steps to Pick Up Leads: Access Lead Pool: Go to the Leads screen and select the Lead Pool tab. Assign Lead: Click 'Assign to Me' on the desired lead. Why This Matters: This ...
What is Lead pool?
What is Lead pool? Understanding the Lead Pool Lead Pool Feature: The Lead Pool allows Managers and Admins to add existing leads to a common pool, visible to other agents. Agents can then assign leads to themselves, enhancing lead management ...
Where can I change the contact details of a Lead?
Where can I change the contact details of a Lead? Updating Contact Details Process: Go to Contacts: Navigate to the contact screen. Edit Details: Select and edit the contact details. Changes will reflect across linked records. Why This Matters: ...
How to add a Lead?
How to add a Lead? Adding New Leads Manual Addition: Navigate to Leads: Go to Work -> Leads screen. Create New Lead: Click 'Add New Lead' and fill in the required details. Auto-Import: Set up auto-import from property portals as per company ...
How to find matching listings for my lead?
How to find matching listings for my lead? Matching Listings to Leads Steps: Select Lead: Choose a lead and view matching properties based on requirements. Email Listings: Select properties and email them to the lead. Why This Matters: Efficiently ...
What are Cross Sell Partners on Leads screen?
What are Cross Sell Partners on Leads screen? Using Cross Sell Partners Feature: Refer clients to service providers for additional services like mortgage, maintenance, or insurance. Steps to Add Partner: Add New Partner: Go to Company -> Cross Sell ...
How to add a viewing for a lead?
How to add a viewing for a lead? Adding Viewings for Leads Steps: Select Lead: Choose the relevant lead record. Create Viewing: Go to the Viewings tab and click on 'New Viewing'. Link Listing: Link the viewing with a listing and fill in details. Why ...
Can I assign a lead to more than one Agent?
Can I assign a lead to more than one Agent? Assigning Leads to Multiple Agents Steps: Select Lead: Choose the lead and click on Edit. Add Additional Agents: Use the '+' sign next to Agent 1 to assign up to four agents. Why This Matters: Assigning ...
How can we track the number of Leads for a Listing?
How can we track the number of Leads for a Listing? Tracking Leads for Listings Process: Filter by Listing Reference: Use the 'Listing Ref' filter in the leads screen. View Total Enquiries: Enter the listing reference number to see total lead ...
What is a Hot Lead and how can I use it?
What is a Hot Lead and how can I use it? Using Hot Leads Feature: Mark high-potential enquiries as Hot Leads to prioritise and manage them effectively. Steps: Flag as Hot Lead: Edit the lead record and set the Hot Lead field to Yes. Filter Hot Leads: ...
Can I add a lead for a contact that belongs to another agent?
Can I add a lead for a contact that belongs to another agent? Adding Leads for Another Agent's Contact Process: Search Contact: Search for the contact using mobile number or email. Create Lead: Add the lead for the contact. Why This Matters: This ...
Can I create a lead with a contact that doesn't belong to me?
Can I create a lead with a contact that doesn't belong to me? Creating Leads with Shared Contacts Process: Search Contact: Use the search box to find the contact by mobile number or email. Create Lead: Add a new lead for the contact without accessing ...
How to download leads?
How to download leads? Downloading Leads in PropSpace Steps to Download Leads: Navigate to Leads: Click on Work and select Leads. Select Lead Tab: Choose the desired tab (e.g., Current Lead). Select Leads: Choose leads per page (10, 25, 50, 100) and ...
Why should I merge Leads and how do I do that?
How to Merge Duplicate Leads Why Merge Leads? Merging duplicate leads helps maintain a clean and organised database by combining enquiries from the same client. This ensures all interactions with a client are tracked in one place, enhancing follow-up ...
Lead Board View
Lead Board View How to Utilise the Board View for Lead Management: Accessing Board View: Select 'Leads' from the main menu. Switch to 'Board View' using the view options. Customise the columns as per the sales funnel stages. Managing Leads in Board ...
Lead Pool
Lead Pool How to Use the Lead Pool: Adding Leads to the Pool: Navigate to 'Lead Management'. Select the leads to be added to the pool. Click on 'Move to Lead Pool'. Confirm to complete the action. Claiming Leads from the Pool: Go to the 'Lead Pool' ...
Managing Leads
Managing Leads How to Create, Edit, and Delete Lead Records in PropSpace: Creating a Lead: Navigate to the 'Leads' section from the main menu. Click on 'Add New Lead'. Fill in the required fields such as lead name, contact details, and enquiry ...