Can I change the visitor registration settings on my site?
You can change your visitor registration settings by modifying Lead Capture Strength and User Registration. To access these settings, log in to your IDX client control panel, select the setup tab > Lead Capture (left hand navigation) > User ...
How do I track leads by pipeline stage in the CRM of my IDX solution?
In your CRM, you can track your leads’ stage in the business development pipeline and gauge the health of your sales funnel. You can access your CRM by logging in to your IDX. Click here to navigate to your IDX Once you log in, select the CRM tab and ...
How do I edit a group of leads in the CRM of my IDX solution?
Users of our CRM can select multiple leads to edit, delete, download, etc. CRM is an add-on feature for our IDX solution. Contact your account manager to learn more about adding this feature. You can access your CRM by logging in to your IDX. Click ...
What are the different sections of the CRM in my IDX solution?
The dashboard in your CRM provides metrics and information about the health of your leads and your business. This article will explain all charts and sections on the Dashboard page. You can access your CRM by logging in to your IDX. Click here to ...