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Spring is coming and now is the perfect time to organize your leads and contacts for the fast-approaching busy season. With, sorting, storing, editing, and deleting contacts is easier than ever. Once you have them organized, sending emails and launching campaigns is as easy as clicking on the gear icon in the top right corner of any contact, from any device. Don’t have a account yet? Don’t worry! The Connect Lead Management System is available to all agents free of charge, making it easy to keep track of all your contacts.


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1. Consolidate Your Leads and Contacts

It’s hard to plan emails and marketing campaigns when your contacts are stored in multiple locations. However, Connect Lead Management System offers several options to consolidate your leads via the add new contact, import, export, and Lead Gator features. Simplify your client storage this year by saving all your leads and contacts in your Connect Dashboard.

Add New Contacts

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You can add individual clients to your dashboard with the “Add New” button at the top of your contact manager. From here you can edit details, select contact categories, create a buyer profile, enroll your contact in automated listing alerts, start a CMA or Buyer Tour, enroll your contact in email campaigns, and record notes about your contact.


Import Contacts

Image 3Importing contacts is one of the most important steps toward consolidating your database. Import contacts from anywhere by converting them to a generic CSV file. You can download a sample CSV file from the “Import Contacts” page under advanced settings to ensure your data is uploaded to the appropriate fields.


Exporting Contacts

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If you already have a different system you like to use, makes it easy to export your leads. Click on the “Export Contacts” link in “Advanced Settings” and input the criteria of the contacts you want to export. Once you click “Export Data,” your CSV file will automatically export to your computer.


Lead Gator

Once activated, Lead Gator will automatically route new leads from, Zillow, Trulia, and other major real estate sites to your Lead Management System. To get started, select “Lead Gator Setup” from your leads and contacts manager.

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There you will find your unique Lead Gator email address, which can be used as your email address on any of your lead-generating sites. Once you click update within your lead capture program, all new leads will be sent directly to your Connect Lead Management System.

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2. Create Custom Contact Categories

Contact categories make it easy to sort your leads and contacts when you want to send a mass email to specific clients. Connect automatically includes 15 contact categories to choose from, but you can also create custom contact categories that meet your specific marketing goals.

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Create contact categories in your contact manager by selecting “Manage Contact Categories” under the advanced settings menu. This will allow you to edit existing categories as well as add new categories.

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Use this to create categories for new leads, contacts from specific sources, first time buyers, newsletter subscribers, etc.

Create your FREE profile to claim your listings and consumer leads on!


3. Manage Your Buyer Profiles

Once your listings are consolidated and sorted, it’s time to set up your buyer profiles. Buyer Profiles can be created in two ways: by your contacts saving a search to their personal profile, or by you entering it into their contact record.

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You can view, add, edit, and delete buyer profiles in the “Leads & Contacts” manager’s “Buyer Profiles” link. Once set up, you can use the profiles to automatically send new listings matching your client’s specific search criteria as they become available.

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If you have any questions about managing your contacts through the Connect Lead Management System, let us help! Support is available 8am-8pm ET Monday-Friday and 11am-3pm ET weekends at 866-774-2947 or by email at