Working your leads

  Dashboard     Your Dashboard is divided into five sections: Requests, New Leads, Meetings, Reminders, and Updates Due. Zap will display three items (requests, new leads, etc.) per section, but you can ... read more

In this section      Get a sense of what you need to get done for the day with your Zap Dashboard. You’ll see everything you need to complete, and as you get your work done, items will fall off your Dashboard.... read more

Make sure you're set up to receive new leads, and keep them up to compliance.     In this section   Receive, accept, and update leads Compliance rules for updating leads  Lead Performance R... read more

In this section     New leads come from your agent website, company website, social media, etc. Learn how to accept company leads by phone and route your personal leads through third-party sources.   Accept n... read more

In this section      Keeping your leads up to date in Zap is always a good practice – and if your brokerage is using compliance rules, it may be key to getting company leads.   What are compliance rules? ... read more

Use lead performance reporting in Zap to get an overview of how your leads are converting.   Narrowing down your reports   At the top of the page, you’ll see a field with a date range. Your reporting view is default... read more

Keep up with your contacts by sending them one-off emails or setting them up for ongoing Campaigns and Follow-up Plans.       In this section   Follow-up Plans Use the Script Library Zap C... read more

        What is a Follow-up Plan?   A Follow-up Plan is a sequence of reminders and automatic emails that help you keep in touch with your contacts. Once you set up a Follow-up Plan, you will receive... read more

Easily contact your leads using the email and call scripts in the Script Library. Scripts can serve to communicate with everyday prospects or keep in contact with your customers.        Create an email s... read more

In this section      Zap offers several campaigns (automated email alerts) that you can assign to your buyers and sellers. You can access these options by selecting a contact’s profile and selecting Campaigns... read more

In this section     Recommend a search    1. Click on your contact's name to access their Contact Profile. 2. Click More and select Sign in as Contact. 3. You'll be taken to your customer's accou... read more