How do I set up lead alerts and start receiving notifications for new leads?

How do I set up lead alerts and start receiving notifications for new leads?

In this article you will learn how to set up Lead alerts from the Leads & Referrals section of the Real Estate Bees dashboard.

Lead alerts are used to set up email and SMS text notifications of leads that become available for sale in the “Lead Marketplace”.
Please note that the Lead alerts section is not meant to be used for any other type of notifications except for new incoming leads.  

Below is a step-by-step video tutorial that walks you through how to set up lead alerts:




To create a Lead alert, follow these simple steps:

1) Log in to your Real Estate Bees account using your email address and password.

2) Click the "Buy leads" tab on the left-hand side navigation within the Leads & Referrals section and then click the "Leads alerts"  option.


3) At this time you can watch the Video available in the dashboard explaining how to set up Lead alerts, or click the "Create Lead Alert" button to get started.
    
                                                                                   



4) After clicking the "Create Lead Alert" button, you must select the Lead Type you wish to receive lead notifications for. 

A Lead alert can only be created for one Lead type at a time.  If you wish to receive notifications for multiple Lead types, you will need to create additional Lead alerts.

5) Next, give your Lead alert a descriptive name in the "Lead alert name" field.

6) Depending on the Lead type you selected, you will have the option to select additional filters. Make your select at this time.

Available filters based on Lead types:

Real estate seller leads: Cash offers
  1. Filtering by Geographical area(s) of interest: You can use the location filter to select multiple states, cities, and/or counties.
  2. Filtering by Property types: You can select from residential, multifamily, commercial, or land.
  3. Filtering by Property use: owner-occupied, non-owner occupied
Real estate seller leads: Listings
  1. Filtering by Geographical area(s) of interest: You can use the location filter to select multiple states, cities, counties, and/or zip codes. 
  2. Filtering by Property types: You can select from residential, multifamily, commercial, or land. 
Real estate buyer leads
  1. Filtering by Geographical area(s) of interest: You can use the location filter to select multiple states, cities, counties, and/or zip codes. 
Loan leads: Real estate loans
  1. Filtering by Geographical area(s) of interest: You can use the location filter to select multiple states, cities, counties, and/or zip codes. 
  2. Filtering by Property types:  You can select from residential, multifamily, commercial, or land.
Loan leads: Business loans
  1. Filtering by Geographical area(s) of interest: You can use the location filter to select multiple states, cities, counties, and/or zip codes. 
Loan leads: Property tax loans
  1. Filtering by Geographical area(s) of interest: You can use the location filter to select multiple states, cities, counties, and/or zip codes. 
Loan leads: Personal loans
  1. Filtering by Geographical area(s) of interest: You can use the location filter to select multiple states, cities, counties, and/or zip codes. 
7) In the “Lead Alerts Notification Settings”, you can enter the information of the individual you want the lead alerts to be sent. You can add additional contact by clicking the "Add Lead Alerts Contact" button.

In this section you also have the option of receiving notifications immediately, or once a day in a daily recap email.  



8) You are now ready to save your Lead Alert. Just click the "Create" button and your alert will be created.

To make changes to an existing alert, you can click on the gear icon to either edit, deactivate, or delete the alert.


What should I learn next?




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