How to Use Your Seller Leads Inbox
REI Pebble now comes with the ability to have buyer and seller lead flows, using our new Kanban view which presents all stages of the buying process in cards. In this article, we'll be going through all the features of the Seller Leads section. If you want to learn more about Buyer and Seller Inbox Leads, check out our Success Guide.
On the left-hand side of your Pebble Dashboard, you'll find a section named Sellers. This is where all your inbound leads will land when a potential buyer wants to know more about a property. You'll be presented with boards that are arranged by stages of the selling process. If you prefer, you can revert back to list view by clicking on this button:
You can also filter your lead view by Open, whether or not it's been Won or Lost, or, you can search for a property or buyer lead by name to check which part of the process a potential seller is in.
Your stages will help you to create your own custom workflow in REI Pebble. When a lead comes in, iit will automatically come into the Lead In stage (or whatever you wish to call it). To move your leads through the workflow, simply drag and drop the lead into the appropriate column as you can see below:
Editing and Customizing Stages
We understand that your buyer/seller lead flow could vary depending on your business operations. So REI Pebble comes with the ability to customize and even add new stages to your lead flow.
To edit a card. Click on the three dots icon on the top right of the card.
Next, click on Edit to edit the card. Or, if you don't require this card anymore, you can click Delete.
When you click Edit, you'll be able to change the color of the card and change its name. Once you've customized the card to your liking, click Save.
Adding a New Stage
To add a new stage, scroll to the end of the cards and click Add Stage.
Add in the details for the new card, then click Save.
You'll now be able to see your new card.
Viewing Seller Leads
By clicking on a seller lead, you'll be taken to a page where you can see all the seller's contact information. Now add multiple notes, and even select multiple properties associated with that lead if they're interested in selling more than one property.
To add an additional property, click Select in the Properties section
You can then select the property the seller is interested in selling.
It will then automatically appear under the Properties section.
Under the property, you'll see a tag that shows the offer that was sent.
In the screenshot above it says pending, because we've not yet sent the offer, but here's how it'll look like on an actual lead you've sent an offer to:
If you click the envelope, you'll be able to view your offer letter. If you need a refresh on sending our offer letters, refer to this section of the documentation.
Marking a Lead
At the top of the lead's page, you'll see an option to mark the buyer's lead as won or lost. You can also mark the lead as Unread, Delete it or Close it using the three dots icon next to the Won/Lost buttons.
When you click on Won, you'll be prompted to enter the details of the price you bought the property for.
You can enter the date, and the price it was bought for. Once you've finished, click on Save.
Under the property, you'll now see a new tag for the Purchase price, just below the Offer price.
If you click onto the property, you'll be able to view all the property details and at the top you'll see the entire workflow for the purchase of this property.
You'll also notice that there's also the opportunity to mark the property as sold. If you're acquiring property, you can now use REI Pebble to control the workflow of the seller process too. You can click Mark as Sold to add in the price you then sell your property for. This can also be done via the Buyers section of REI Pebble as we discussed in this section of the documentation. Once you're done, click Save.
You'll then see it as part of the workflow in the top left.
From this information, you'll then be able to run reports and calculate metrics like your ROI for multiple properties.
Changing the Seller Leads Inbox Address
If your plan allows it, at the top of the screen you'll see your Inbox address. In this example it's email@example.com. This will be the central email that your leads will filter through to no matter what site you're using to capture leads. If you already use the REI Landleads theme, then all your leads will also automatically filter through to this inbox here in REI Pebble. To learn more about integration between REI Landleads and REI Pebble, click here.
To change the email address, go to Settings then Inbox Addresses on your REI Pebble Dashboard. Then click Change
Next, you just need to type in your desired email address then click on Save ddress
Manually Adding a Seller
Finally, you can manually add a seller to your inbox. This may be particularly useful if you get a call from someone interested in selling their property.
To do this, go to Add Seller at the top of the page
Next, fill out the seller's information and then click Save
Then, you add in the property the lead is interested in, by clicking on Select, and you can add any extra information about the client under Notes and then hitting Save.
Pebble will automatically read lead information from incoming emails. The email body should be written in the following format:
Name: John Smith Email: firstname.lastname@example.org Phone: 555-555-5555 Property Code: abc123