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Integrating Highrise

Integrating Highrise

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Published by Jon-David Lenard

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Published by: Jon-David Lenard on Feb 14, 2012
Copyright:Attribution Non-commercial

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05/28/2013

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Integrating Highrise
Video Tutorial
 
Contacts
¡
 
Everyone Begins as a Contact
¡
 
Three Types Of Contacts:
¡
 
Buyer Lead
¡
 
Seller Lead
¡
 
Professional Facilitator 
¡
 
Keep notes about person
 
Tags
¡
 
Tags are the organizational system for keepingtrack of contacts and lead sources
¡
 
A contact (non-professional) is added w/ anidentifying tag.
¡
 
Lead Buyer 
¡
 
Lead Seller 
¡
 
Hotsheet
¡
 
Can be one or can be all three
¡
 
Others Tags may indicate lead source
¡
 
Zillow, Prospecting, COI, PC, 7 Darrel, etc.

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