Once a user is created or uploaded into your SweepBright address book, you can edit all the contact information at any point.
- Select the Contact you would like to edit
- Contact info: contact + picture + address
- Preferences: Investor, Buy/Rent, Pricing range, Bedrooms, Property Type, Location Preferences
- Interactions: Add an interaction or view history of interactions
More info on registering an interaction/visit? Read this!
- Notes: Open text field, which is always private.
- Settings:
- Your lead has the option to unsubscribe from Matching emails, here you will see the status.
- The preferred language of your lead
- Here you can remove the lead from your contact list, you can always reactivate the lead later.
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Matches: Find properties that match the criteria of the contact.
Click on 'Filter' to turn on Bright Matching, more info about this function here.
Send an email to your contact about a property that matches their criteria.
Just click on the enveloppe next to the property and write a personal message.
You can also send an email with all the matched properties by clicking the green button on top.
Check the History of Interactions of a certain property by clicking on the arrow next to the enveloppe.
The more information you will provide, the more your matches will be accurate.