Step-by-Step Tutorial: TurboLeads Overview
There may be more specific videos, such as detailed IMAP integration instructions covered in its own video, so make sure to check out the other videos on our channel as well as our help articles. For now, we'll just cover the essentials of TurboLeads.
From the left side of the Admin Menu, click TurboLeads
Getting Started
There may be a three-step checklist called ‘Getting Started’ for those new to TurboLeads.
We encourage you to take the walkthrough tutorial, but not to worry, the same content will be covered here, albeit in a different order. Once completed you’ll be returned to the Home section under TurboLeads.
1. Home
Home is a summary of the other sections and their recent events within the last 30 days.
To see more than a 30-day summary, click the respective sections found in the left side menu.
2. Pipeline
Pipeline will allow you to see all New Leads Assigned along with their current status.
New Leads can be added by pressing the plus symbol found in the bottom right of the screen.
Note: This same plus symbol can be seen in many of the other areas as a way to add to that specific section
3. Schedule
Schedule is where you can check current tasks you've created.
You can't add a task from this screen using the plus symbol mentioned earlier.
This is because tasks are created on and for specific individual contacts,
They should be added or created when viewing a respective contact's details.
4. Contacts
Contacts holds all your past, current, and new leads.
Here you can search using filters and utilize tags to help keep things organized.
Now let's look at each section on the contact details page.
4a. Contact Details Page
You can press the plus symbol in the corner to create a new lead, or click an existing lead.
After creating or clicking on a contact, you'll be taken to the contact details page.
The pencil icon in the top right will let you edit the contact.
4b. Edit Contact Details
From here you can Set/Edit:
First name
Last name
Primary phone
Secondary phone
Primary email
Secondary email
Address
Status
Manage tags
Assigned to Agent (for offices)
Sticky notes.
Press save if you'd like to save your changes. Alternatively, you can click cancel or the top left arrow to return to the previous screen.
Now let's look at each section on the contact details page.
4c. Contact Info block
Here you'll see their Primary phone and Primary email.
Verified Info can be clicked to use that contact method such as sending a new email message.
4d. Contact Details: About
About is the quick menu for adjusting/viewing
Status
Assign Agent (for offices)
Lead Source
Sticky notes
Tags
4e. Contact Details: Tasks
A task reminder can be created for yourself here.
Clicking the three dots will allow you to schedule a new task
Set a task description, an action to take, and the date and time to do so.
If saved, this will then also appear under the Schedule section on the day set as a reminder.
4f. Contact Details: Badges
Looking back at the main Contact Info block- below the contact email, you may see up to three types of badges.
S for subscribed to marketing emails
R showing they registered through your website and which one
H indicating they are receiving house track email alerts.
But what are house track email alerts? To understand that, we'll look at the Section for Saved Searches.
4g. Contact Details: Saved Searches
This will display searches the contact has saved on your website.
You can even suggest a new search by pressing Create New Search:
Give the search a name the contact would recognize
select the parameters,
and lastly, you can have
Enable House Track
Send First House Track Now.
This will send them scheduled email alerts to searches on your website matching that criteria.
4h. Contact Details: Saved Listings
This will display Individual Listings the contact has marked as a favorite while searching on your website.
4i. Contact Details: Recent
Recent keeps a record of past communication and actions taken with this contact.
If there is ever a pause, you can catch up quickly and pick up right where you left off.
Contact Benefits
Each Contact Details Page gathers a lot of essential features under one roof by using your CRM, your website, and the MLS data. Those visiting your website are able to build a profile of ‘what they're looking for’ and ‘where’ without the need to reiterate those needs- which wouldn't be possible if done in a general internet search. By searching on your website, both you and the contact start to build quality communication based on reliable data.
And that concludes the Contacts section. Next we'll take a look at the Reports section.
5. Reports
As mentioned from the home section, clicking reports will give you an overview of leads converting to a sold status.
6. Settings
The settings section is likely the most complex section of TurboLeads as it provides many granular controls. Now let's look at each section of settings.
6a. Settings: Account
Account is where you'll find the various account specific integrations. For details on any of these specific integrations, check out our help center articles for that respective integration as these are typically more complex.
6b. Settings: Notifications
Notification settings adjust what you'll be notified about and how.
The different scenarios listed can be enabled or disabled as desired.
The description for each can be found below each title for more details about that scenario
When clicked, each of these scenarios will have a similar selection of options composed of
if the reminder is enabled
the timing of reminders
the type of notification
Type options are: email, SMS or text, and push notification for those using the TurboLeads app.
Additional Notification Email Addresses: place additional emails you'd like to receive these notifications at.
6c. Settings: Email Reports
This lets you send yourself an email summary report of website activity if desired.
Daily Lead Report will send a recap of your new leads and upcoming tasks.
Website Activity Report will send a report of recent client activity,
House Track Summary Report will send you a summary of your client's house track activity.
6d. Settings: Lead Assignment (for offices)
For offices, there will be a Lead Assignment section where you can adjust the defaults for lead assignment.
‘Round Robin Lead Assignment’ will enable automatic new lead assignment around your team, when a new lead is captured, as opposed to manually assigning the lead.
‘Auto-assign leads to listing agents’ will assign the lead to the listing agent on your agent roster.
‘Allow agents to change their availability for auto-assignment’ will allow agents to turn off their availability to be auto-assigned new leads if needed in cases of leave or vacation.
‘Allow agents to assign away their leads’ will allow agents to assign away their leads to any other eligible agent.
‘Available for automatic lead assignment’ will allow you as the office owner to be included in the pool of agents who can be auto-assigned leads. The next section is Manage Defaults.
6e. Settings: Manage Defaults
A space to set the defaults that may be used by other sections of settings
‘Follow-up Intervals’ is an additional reminder for tasks due that haven't been acted on.
‘Campaigns’ are automated drip emails that are sent over time.
Clicking Campaigns will list the current campaigns available.
Clicking a specific campaign will list
the emails that will be sent in that specific campaign
how they will be sent over time
as well as the auto-start trigger that will start the campaign automatically for a contact.
‘Email templates’ will allow you to edit the emails that are being used in campaigns and other auto-responses.
‘Text message templates’ are similar to email templates, but for those receiving SMS text messages.
‘Disqualified reasons’ lets you manage the list of options for actions a lead could be marked as disqualified.
‘Tags’ will let you manage the list of tags a lead could be marked with to help organize contacts. These can be deleted or added to if desired.
‘Allow agents to create new tags’ will enable the ability of individual agents who are not the office owner to create tags. These tags become available to all other agents as well when creating. If turned off, the agents can only choose from existing tag options and only the account admin can create new ones.The next section is auto-responses.
6f. Settings: Auto-Responses
Adjust the settings for auto responses for your website.
‘Auto-response text message’ will automatically send a text message to newly captured leads.
‘Form auto-response emails’ will automatically send an email reply when a form is submitted such as the registration form or contact form.
Which emails can be used in the auto-response is determined from the email template section covered earlier under managed defaults.
6g. Settings: Other
The setting section for other peripheral options.
‘Accept calls and capture leads from unknown callers’ will handle unknown calls or text to your account phone number as a new contact and create a new lead for that unknown phone number.
‘Reply to contacts directly from notification emails’ can be enabled here as well. If a contact has an email address, you'll be able to directly reply to them from the notification email.
Please note, though, use of this feature is strongly discouraged for users who have not configured Imap integration, since it will prevent TurboLeads from being able to log your interaction.
For more detailed instructions on this, check out our help center article for IMAP email integration.
If you have any questions or need extra assistance please do not hesitate to call our Elite service team at 866-645-7700 (Monday to Friday, 8 a.m. to 7 p.m. Central Time) or send an email to support@ihouseweb.com.
For more helpful guides and updates about new features, be sure to subscribe to our Youtube channel. Your satisfaction and growth are our top priority!
Not currently a customer? Learn more by scheduling a demo with one of our experienced marketing consultants: https://webhosts.ihouseelite.com/Web/WebTestdrive/start/?rcode=youtube