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07-25-2008, 10:25 AM
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How do I see leads older than 1 month?
My Lead manager is not showing leads from more than 1 month ago. Please tell me what I am doing wrong.
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Visit Northeast Florida's most comprehensive website. Find virtual tours, pictures, google earth views and more for Jacksonville Real Estate. and Ponte Vedra Beach homes. 
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07-25-2008, 12:41 PM
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Re: How do I see leads older than 1 month?
There is a search button in the lead manager. You can do a search by name, phone number, last name...etc. If you just click SEARCH without adding any criteria, all of your leads will show up.
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Danielle Simard Customer Support Representative support@realestatewebmasters.com
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07-25-2008, 01:07 PM
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Re: How do I see leads older than 1 month?
Happy to say that I was smart enough to try that before posting. It didn't work. Please try it for yourself.
It only shows 10 leads going back to July 22nd when click search without any input information.
__________________
Visit Northeast Florida's most comprehensive website. Find virtual tours, pictures, google earth views and more for Jacksonville Real Estate. and Ponte Vedra Beach homes.
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07-25-2008, 02:17 PM
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Re: How do I see leads older than 1 month?
I just saw that your CMS 2 upgrade is almost completed. We still have to transfer your leads from CMS1. When that is complete, THEN you will be able to view all leads using the search tool.
__________________
Danielle Simard Customer Support Representative support@realestatewebmasters.com
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07-25-2008, 02:22 PM
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Re: How do I see leads older than 1 month?
Ok. I wasn't aware that the upgrade wasn't finished. It was started such a long time ago. So I suppose all my leads prior to July 22nd are in the CMS 1?
__________________
Visit Northeast Florida's most comprehensive website. Find virtual tours, pictures, google earth views and more for Jacksonville Real Estate. and Ponte Vedra Beach homes.
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07-25-2008, 05:52 PM
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Re: How do I see leads older than 1 month?
Hello Carey
I had a look into this. Turns out the search page was missing the page buttons. This has been fixed. You can now get to all your leads from the search page. Sorry for the confusion.
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07-31-2008, 01:13 PM
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Re: How do I see leads older than 1 month?
I tried the technique recommended in this post to see all our leads -- no luck. Is there a summary for total hits?
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07-31-2008, 01:34 PM
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Re: How do I see leads older than 1 month?
Hey Stan,
You have your lead/page limit set to 10. You will notice that when you do the search, 10 are displayed, then you have the option to got to page 2, 3, etc. Click on agents. You can quickly add up all of the leads each agent has and you will see that it is the exact number that shows up on the search. I changed your settings (the administrator can do this in "edit agent"), so now you will be able to view 100 leads/page.
__________________
Danielle Simard Customer Support Representative support@realestatewebmasters.com
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