The MY LEADS button

The MY LEADS button is a place where you can add leads that you would like to take some action on.  The actions you can take on the Properties added to the MY LEADS button are:

1. Download the list - This will allow you to export the the list as a spreadsheet.  When downloading, you can select to have the LeadTraced data (Phone #’s and Email addresses) in the exported Files
2. Save to CRM - This will allow you to save the list to the Properties/Contacts section within your account
3. Direct Mail - This will allow you to create a Direct Mail Campaign to target your list
4. LeadTrace - This is a paid for service that provides Phone #’s and Email addresses. You will only need to use this option if you do not have the ‘LeadTrace’ option in the Download Option.

Things to note with the MY LEADS button.

1. Any action you take will apply to all leads in the button
2. Leads will remain in the MY LEADS button until they are removed.  They can be removed one at a time by clicking on the ‘X’ to the right of the property address OR by clicking on the ‘RESET’ button above the Action buttons
3. The leads are technically saved within the browser. With this being the case, you will only see the leads added to the MY LEADS button when you are accessing your account on the save device with the same browser.
4. Clearing the Cache & Cookes on the browser will remove the leads from the MY LEADS button.