Leads

Logic Score
Logic Score is a proprietary algorithm that takes count of a users action on your website, and multiples those actions by a sliding scale.   Actions Worth 1 ...
Wed, 17 May, 2017 at 11:45 AM
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
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 ...
Tue, 8 May, 2018 at 12:38 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 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
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
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
Sync Contacts (with Google or Office 365)
Path: Profile > Edit 1.) Log into your Boston Logic site with your login information 2.) Once logged in, go to the Dashboard, and choose “Profile...
Tue, 21 Nov, 2017 at 6:00 PM
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