To provide a clear and concise procedure for team members to manually add a new lead into the Beat system, ensuring accuracy and consistency in data entry.
Key Steps
Initiate Lead Capture
Access the lead capture feature in the Beat system.
Enter Property Address
Type the property address into the designated field.
Select the correct address from the Google search results that appear.
If the address cannot be found or is incorrect, manually enter the address details.
Save Property Information
Click the "Save" button to store the property details.
Confirm that the Google Street View is displayed correctly.
Update General Information
Set the property status (e.g., "New" or another applicable status).
Select the appropriate campaign from the dropdown menu.
Indicate the lead temperature (e.g., "Cold," "Warm," "Hot").
Specify if the lead is qualified or not.
Input Seller Information
Check if the seller is an existing contact by searching their name, phone number, or email.
If they are not an existing contact, enter the seller's information manually, including:
Name
Email address
Phone number
Marital status (if applicable)
If the seller has a different mailing address, enter it; otherwise, leave it blank.
Finalizing Lead Entry
Click "Save" to finalize the lead entry.
If necessary, add notes by clicking on the notes section and entering relevant information.
To add a team member to the lead, use the designated function to input their details.
Adding Tags
Click on the tags section to add relevant tags to the lead.
If a tag does not exist, create a new tag by typing it in and confirming its creation.
Cautionary Notes
Always double-check the property address and seller information for accuracy before saving.
Ensure that you select the correct campaign and lead temperature to avoid misclassification.
If you encounter issues with the Google search, do not hesitate to manually enter the property details.
Tips for Efficiency
Familiarize yourself with common property addresses and seller details to speed up the entry process.
Use keyboard shortcuts where applicable to navigate through the system quickly.
Regularly review and update any tags you frequently use to maintain consistency in categorization.
Keep a checklist of common errors to avoid during data entry, such as typos in phone numbers or emails.