Lead Management
- Releasing a Lead
- I am Receiving Leads I Don't Want. How do I Update my Preferences?
- How to Update a New Lead
- How to Update an Existing Lead
- Putting a Lead on a Long-Term Hold
- How do I Move the Status of a Lead Back a Step?
- Why do I Need to Update my Lead if There Hasn't Been any Movement?
- A Referred Buyer is Also Selling Their Home. How do I Create a Second Transaction to Track that Sale?
- How do I Notify Opcity if my Client Wants to use a Different Lender or Settlement Company?
- Can I Refer a Lead I Received to a Team Member?
- Can a Member of My Team Claim Leads for Me?
- Sending Opcity Referrals to your CRM