Best Practices and Tips

Want to get the most out of your account? We’ve gathered the tips our support team shares most often, organized by the areas where users tend to have questions: Web Browsers, Searching, My Leads, Skip Tracing, and CRM & Other Tips.

First, 

Web Browsers

• Use Google Chrome or Mozilla Firefox. These are the most compatible browsers for the platform. Others, like Safari, will work but aren’t fully optimized.
• Keep your browser up to date. Install new versions as they’re released.
• Use a desktop or laptop. The platform isn’t optimized for mobile devices or mobile browsers.

Noticing something unusual? If you’re already using Chrome or Firefox and run into trouble logging in, pages not loading correctly, buttons not responding, or anything else that seems off, try clearing your browsing data (cache and cookies). It often does the trick:

For Chrome, click the link below:
https://support.google.com/accounts/answer/32050?hl=en

For Firefox, click here:
 https://support.mozilla.org/en-US/kb/how-clear-firefox-cache

Searching

Start broad, then narrow down. When searching for a property, begin with less detail and refine from there. For example, if the address is “123 Main Lane” but you type “123 Main St.,” you may not get a match. Try searching 123 Main first, then narrow the results.

Getting 0 results for a zip code or city? This usually means too many filters are applied at once. They may be too restrictive or canceling each other out. Try this:

1. Clear your filters and run the broadest search possible.
2. Add filters back one at a time.
3. Watch how the results change with each filter so you can spot which one is limiting your search.

My Leads

My Leads is a holding queue, not your CRM. It holds your current lead list while you choose your next step. To find saved properties or contacts, use your CRM instead.

Recommended workflow:

1. Pull a new list of leads.
2. Choose an action item in My Leads.
3. Before pulling your next list, click Reset to clear out the previous one.

Resetting between lists helps prevent duplicate files from being created.

My Leads is tied to your browser and device. Leads you add on one device or browser won’t appear when you log in elsewhere. For example:

• You add 5 leads on Computer A. When you log in on Computer B, those leads won’t show in My Leads.
• You add 10 leads on Computer A using Chrome. If you log in on the same computer using Firefox, those leads won’t show in My Leads.

Skip Tracing

For the best results, run your skip trace from a LeadPipes search and check the box for “Save these contacts to CRM.” This ensures:

• Your property and contact profiles are saved and fully connected to public records
• Potential phone numbers are added to each contact’s profile
• The DNC icon displays right on your Contacts page
• You still get a downloadable spreadsheet of your contact information

Where to find your spreadsheet: Click the Bell icon in the upper right corner of your screen. Your file will download as a .zip file, so you’ll need to unzip it to open the .csv spreadsheet inside.

Additional Tips

• LeadPipes downloads: Each download is limited to 10,000 leads.
• Direct Mail phone number field: This field has a 21-character limit, including spaces, dashes, letters, and parentheses.

MISCELLANEOUS

A few more notes on MY LEADS and the action buttons as well as some miscellaneous tips:
*Leadpipes: there is a download limit of 10,000 leads PER download
*Direct Mail: When entering your information into the Phone Number field, there is a character limit of 21.
- Characters include spaces, dashes, letters, and parenthesis.

CRM Tips

Note: Not all accounts include every feature below.

• Always click Save. Whenever you enter a property, note, task, or website, click Save before navigating to another area of the system.
• Creating a property file: Type just the house number and street name, then look for your property in the drop-down list. The address needs to match public records exactly to pull in data automatically. For example, if you type “123 Main Street” but public records list “123 Main St.,” the info won’t populate.
• Uploading photos to a property file: A full street address is required.
• Importing contacts and properties: Start with a small, basic list first so you can see which fields are available to import into.
• Power Matching: The buyer profile must be filled out with, at minimum, a State and Cities/Zips of Interest.
• Power Linked Users: These users can’t create new property or contact files. They can only be linked to existing ones.