Iceberg Digital

Brad Roby

Leads

When leads are assigned in Lifesycle, the user the lead was assigned to will recieve an email informing them they have a lead assigned to ...

Lead Assigned Emails.

We now have a new feature in which contacts can request a viewing from your Lifesycle property website page. This then comes through to yo...

Viewing Leads From Your Property Website.

Any leads that come in about a certain property, will now appear on that properties profile under the leads tab.The leads in this tab can ...

Leads on the property profile.

Sometimes you may open the leads page and on the left of the screen you will see that you have some leads in your 'My Leads' Page, these a...

There Are Leads showing in 'My Leads' But When I Open it Says 'Nothing Here Yet'

When a contact completes your instant valuation, they are sent an email which invites them to create a social distancing valuation with yo...

Social Distancing Valuations.

When someone shows interest in a property on a portal (Rightmove, Zoopla and OnTheMarket), Lifesycle automatically send them an email than...

What does qualified mean and what are the qualification questions we ask

You can assign leads in two ways.
 
From the list of leads, click the arrow to pull up a list of users to assign to and click on the…

Assign a Lead

Lifesycle's AI automatically flags leads that have been identified as Vendors.  
Red means it is flagged. You can toggle between flagged a...

How to Flag a Lead

To access this page for each lead, click the three dots next to the Lead name on the Leads homepage and then click Detail

Starting at the...

Understand the Lead Detail Page

To access leads, you can go down to your rocks on the dashboard and go straight through to your leads or unassigned leads.
 
Or you can cl...

Understanding the Leads Page

Click Settings

 
Click Branch Settings

Choose the branch 

Click edit on the user you wish to change

 
Change the Transaction Type as n...

How to setup the user default view of Leads

Click Marketing &amp; Autopilot

Choose Automations

Tick your choice of email and sms for Portal Enquiry. Green means we will send. Grey ...

Settings for your Leads - send an email or an sms or both

Instant valuations aren't exact, but this could still work in your favor - which is why we created the social distancing valuation and aut...

Why do the instant valuation's seem so incorrect?

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