How to Set Up Lead Filters
The purpose of this article is to guide Rental Beast Pro users on how to set up their filters to receive leads generated based on the criteria that they have set.
What is the purpose?
The purpose of this article is to guide Rental Beast Pro users on how to set up their filters to receive leads generated based on the criteria that they have set.
More Filters Equals Less Leads
Every lead is one more contact you didn’t have before so best practice is to add very minimal filters. Why? The filters are based on the listing the lead was interested in. This info only gives you a snapshot of who the lead is. You may miss a lead with a much higher budget than the listing they are interested in or may even want to buy versus rent.
Set Lead Filters
- Click on “Settings”
- Click the “Lead Management” located under the tab.
- Under this tab you will locate “Lead Filter Configuration” at the top and click.
- To enable the feature, you will click the button that reads “Off” so that it changes to “On”.
- You will now be able to set custom filters for the following;
- Minimum Rent
- Max days until lead wants to move in
- Preferred Zip Codes
- Contact Information
- Excluded Sources
- Leads for your Exclusive Listings
- Check the box next to the option that you prefer.
- Once you’ve set your desired filters, click “Save Changes” at the bottom of the page.
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