Manage Leads
UTM tracking on leads
UTM tracking involves adding specific parameters to the URLs of your marketing links. These parameters are appended to the end of the URL and provide additional information to analytics tools about the source, medium, campaign, and other relevant ...
Searching for a Lead
This article will guide you through searching for a Lead in your database. Option 1. Search Leads Hover over the Leads header at the top of your database. Click into Search Leads. Enter your search parameters into the correct fields. Click the green ...
Re-assigning Lead assignee or Pipeline
This article will guide you through re-assigning the linked consultant or the Pipeline*/Status of a Lead in your database. Re-assign a single lead Find your Lead (see Searching for a Lead) Click on the edit pen to the right of the Lead you wish to ...
Archiving ("Deleting") a Lead
This article will guide you through archiving a Lead in your database (Leads cannot be deleted completely from Aro, they can be archived which removes them from any current lists). Find your Lead (see Searching for a Lead). Click on the folder icon ...
Editing a Lead
This article will guide you through editing a lead in your database. Find your Lead (see Searching for a Lead) Click on the edit pen to the right of the Lead you wish to update: Change the information required. Click on Save Lead
Adding a New Lead
This article will guide you through adding a new Lead to your database. A Lead is an enquiry. A Lead can be an email enquiry, phone in or walk in (browsing office window). Entering a lead will create a connection between a Contact and a Listing. ...