Leads

Creating A New Lead (Manually)
Paths: Leads > My leads > Create new lead Paths: Quick action toolbar > Add new lead  You can add new leads manually at any time – for ...
Mon, 5 Jun, 2017 at 3:21 PM
Creating Custom Lead Fields
Path: Leads > Custom Fields Custom lead fields will allow you to create a custom, searchable lead field that will show up for all leads. ...
Mon, 5 Jun, 2017 at 3:05 PM
Importing a List of Leads From Google or Another Source
Import Your Existing Leads to Easily Manage & Track Your Relationships From One Location Make your work flow easier by managing all your leads from ...
Tue, 30 May, 2017 at 11:45 AM
Creating a Contact
Path: Leads > Contacts A Contact is usually a person who will not be purchasing or selling property, and therefore will not need all of the backen...
Tue, 25 Apr, 2017 at 11:41 AM
Converting a Contact to a Lead
Path: Leads > Contacts In order to convert a Contact to a Lead on the Boston Logic Platform, first and most importantly, you must be the user associ...
Tue, 25 Apr, 2017 at 1:52 PM
Lead Details
When viewing any list of leads, clicking a lead’s name will take you to their profile (details) page. Here you can edit information, reset the lead’s passwo...
Tue, 30 May, 2017 at 11:48 AM
Lead Messages
Lead Messages are communications sent from yourself or another user of your website with leads in your Leads database. Creating a Lead Message can be don...
Tue, 30 May, 2017 at 11:55 AM
CRM Training
We hold daily training sessions of the Boston Logic Platform. In order for you, our customers, to fully benefit from and optimally use the tools integrated ...
Thu, 14 Dec, 2017 at 12:41 PM
Virtual Documents
Path: Leads > My Leads > Search and select specific lead > Documents > Virtual Documents Virtual Documents is an (optional) tool which le...
Fri, 2 Jun, 2017 at 9:19 AM
Virtual Documents Fields Options
Thu, 4 May, 2017 at 5:05 PM