CRM Dashboard & Account Settings

In this video, we introduce you to the CRM interface, and dashboard. This gives you the basics on how to navigate your CRM and where to find the right help.

We detail the many ways to access help from our outstanding customer support team, and show you the quick links to make your life easier!

Lead Management Demo

In this video, we explain how to view and manage individual leads in our CRM system.

We show you how to access lead information, update contact details, set primary contacts, add notes, create deals, and add leads to marketing lists.

We also demonstrate how to exclude contacts from marketing efforts and change lead status or rating.

Your calendar, Follow-Ups & Deal Pipeline

In this video, we will show you how to stay organized with our CRM features. We will cover the calendar, which displays all your CRM events and allows you to add custom events.

We will also explain the deal pipeline, where you can view and manage your deals. Watch this video to learn how to make the most of these features and improve your productivity!

Mail Campaign Builder, Call Queue, Websites

In this video, we will show you how to view marketing & letter templates. How to add them to your CRM and customize them and how to create consistent branding across all mailers.

We also discuss how to build campaigns, set up order and automate your direct mail with Auto-Pilot!

Then, we show you how to add leads to your call queue for efficient prospecting!

Finally, you’ll see where to learn more about our Credibility Websites!

Training & Coaching

In this video, we discuss the various training opportunities available at All The Leads. We not only provide leads and marketing services, but we also offer comprehensive training to help you convert your leads into deals. We highlight our weekly mastermind call, training courses and seminars, one-on-one coaching, and additional tools and resources.

Join us to learn marketing strategies, share success stories, and close deals faster. Take advantage of these training opportunities to boost your success in real estate!

Download Your Lead File

If you need to export your list, we offer several options for you to customize your downloaded file to best suit your needs!

Download for mail, phone, email, all data, or all data including Property+ information.