LeadBank CRM

Businesses are built on relationships and LeadBank allows you to manage your relationships efficiently.

14 articles in this collection
Written by Raza Khan and Kosta Panagoulias

How to connect your calendar to LeadBank CRM

This article will show you how to connect your calendar directly with LeadBank CRM

Written by Kosta Panagoulias
Updated over a week ago

Accessing your contacts and leads

Written by Raza Khan
Updated over a week ago

Viewing Contact Details

Written by Raza Khan
Updated over a week ago

How to import contacts in LeadBank CRM

Written by Kosta Panagoulias
Updated over a week ago

How to Add Contacts to LeadBank CRM

Written by Raza Khan
Updated over a week ago

How to edit contact details

Written by Raza Khan
Updated over a week ago

Creating contact Segments in LeadBank

Written by Kosta Panagoulias
Updated over a week ago

How to add Reminders

Written by Raza Khan
Updated over a week ago

How to add a Group Tag to a contact

Written by Raza Khan
Updated over a week ago

How to add an Opportunity

Written by Raza Khan
Updated over a week ago

How to record past Transactions

Written by Raza Khan
Updated over a week ago

Real Estate Lead Tracking and Analytics

Know exactly how your leads are interacting with your website. Updated in real-time.

Written by Raza Khan
Updated over a week ago

What is SmartTrack?

Our contact forms use SmartTrack technology! In some cases you may want to disable it, learn more.

Written by Raza Khan
Updated over a week ago

How to export contacts from LeadBank CRM

This article shows you how to export your contacts from LeadBank CRM

Written by Kosta Panagoulias
Updated over a week ago