Assigning Leads to Team Members & Setting Follow-Up Tasks
Shah Zaman
Last Update a year ago
Managing leads effectively is crucial for real estate wholesalers and investors. In REI Podio CRM, you can assign leads to team members and set follow-up tasks to ensure no opportunity is missed. Below, we walk you through both processes step by step. 📌
Assigning Leads to Team Members 👥Manual Lead Assignment ✍️Navigate to the Seller Leads App.
Locate the "Lead Acq. Manager" field.
Select the appropriate Lead Manager from the dropdown menu.
📸 [Insert Screenshot: Lead Acq. Manager field]
Auto Assigning Leads (Round Robin) ⚙️Go to the Settings App.
Open the Settings Record.
Select the option to Auto Assign Lead Manager.
The system will now distribute leads evenly among team members based on their role in the Team Member App.
📸 [Insert Screenshot: Auto-Assign Setting]
Setting Follow-Up Tasks 🔔Open the Lead Record.
Ensure the Lead is Assigned to a Lead Manager (since the task will be for them).
Scroll down to find the "SET FOLLOW-UP DATE >>>" field.
Choose a future date for follow-up.
📌 Once the date is set, the system will automatically change the "FU Status" field to "New".
Below the FU Status field, add notes for the follow-up.
To monitor follow-ups, check the "Today’s Follow-Ups" view.
This view helps each team member track their daily follow-ups efficiently.
📸 [Insert Screenshot: Follow-Up Date Field]
Google Calendar Integration 📅Follow-ups can also be attached to Google Calendar, ensuring reminders are set for crucial tasks.
📸 [Insert Screenshot: Google Calendar Integration]
By following these steps, you can streamline your lead management and follow-up processes, maximizing your conversion potential! 🚀🔥
Need help? Reach out to our support team anytime! 💬