Website Data Extraction to Database

In Progress Posted 1 month ago Paid on delivery
In Progress Paid on delivery

Certainly! Here's an outline for a post detailing the process of managing leads purchased from [login to view URL] and integrating them into your Follow Up Boss CRM system, along with additional steps for using [login to view URL]:

---

**Title: Step-by-Step Guide to Managing [login to view URL] Leads in Follow Up Boss and [login to view URL]**

**Introduction:**

We've recently acquired 2500 leads from [login to view URL], and I'm here to guide you through the process of efficiently integrating these leads into our Follow Up Boss CRM. Additionally, I'll show you how to handle these leads in [login to view URL] for further engagement. This process is vital for ensuring that our leads are meticulously organized and followed up on.

**Process Overview:**

1. **Accessing Leads on [login to view URL]:**

- Log into your [login to view URL] portal.

- For each lead, click to reveal their contact information, including the phone number.

- Note whether the lead is a buyer (with preferred area) or a seller (with a selling address).

2. **Entering Leads into Follow Up Boss CRM:**

- In Follow Up Boss, click the plus button to add a new lead.

- Enter the lead's first name, last name, phone number, and email.

- Select the source as "Company" and click "Add Lead".

3. **Additional Details for Seller Leads:**

- If the lead is a seller, enter their address from [login to view URL] into the address section of Follow Up Boss.

4. **Adding Notes:**

- Copy the lead's wants, needs, and home evaluation details from Zbuyers and paste them into the notes section of Follow Up Boss.

5. **Assigning Agents:**

- For buyer leads, assign to "Michigan Buyers Pond".

- For seller leads, assign to "Michigan Sellers Pond".

6. **Selecting Action Plans:**

- Choose "388 Buyers action plan" for buyer leads.

- Choose "388 Seller action plan" for seller leads.

7. **Integrating with [login to view URL]:**

- Open a new browser tab and log into stars.ylopo.com.

- Choose "Add new lead", then return to Follow Up Boss to copy the lead's URL.

- Paste the URL into [login to view URL] and proceed based on the lead type:

- **For Buyers:** Click "Create saved search", enter the buyer's preferences, enable alerts, and select "Instantly".

- **For Sellers:** Do not create a saved search. Instead, create a new seller alert, enter the address, choose weekly frequency, and save.

**Conclusion:**

By following these steps, you can ensure that every lead from [login to view URL] is correctly entered into our CRM and managed appropriately in stars.ylopo.com. This streamlined process will help us maintain organized and effective follow-ups, enhancing our lead conversion efforts.

**Tips:**

- Always double-check the information for accuracy before saving.

- Make sure to follow the specific action plans for buyers and sellers to maximize engagement.

**Support:**

If you encounter any issues or have questions during the process, please don't hesitate to reach out for assistance. Our team is here to support you every step of the way.

---

This outline provides a clear, step-by-step guide for your team to manage and follow up on leads from [login to view URL], ensuring efficient lead management and engagement.

Leads Research Web Search CRM Data Entry

Project ID: #37826066

About the project

18 proposals Remote project Active 1 mo ago

Awarded to:

ZohaibRoy

✅ Lead Management Guide - Maximizing [login to view URL] Leads with CRM Integration! ⭐⭐⭐⭐⭐ Hi Vince, Hope you are doing well. I've reviewed your project requirements and noticed you're looking to efficiently manage leads from More

$300 USD in 2 days
(2 Reviews)
3.3

18 freelancers are bidding on average $174 for this job

omersodai

Hi, I can do this task efficiently. I am ready to start working immediately after bid acceptance. If you have any query please let me know. Best Regards, Faisal

$70 USD in 7 days
(168 Reviews)
8.2
mobimubasir

Hello. I read your requirement i will do that. Please come on chat we will discuss more about this. I will waiting your reply.

$200 USD in 3 days
(14 Reviews)
4.4
aderemi436

Hi, It's a pleasure to meet you. I've gone through the project description and I understand the project fully now. I'm going to enter the leads following all the listed instructions. I'm familiar with CRM and I'm expe More

$30 USD in 7 days
(1 Review)
3.3
macrolinktech

I can web data extraction as per your requirement, Please contact to have a discussion, I am ready to start right away and complete within the time frame

$200 USD in 2 days
(1 Review)
2.0
techw6775

Hi, I am confident in my ability to assist you in collecting data that meets your requirements within the desired time frame. I guarantee 100% accuracy in my work. Let's continue this conversation in the chat room and More

$140 USD in 3 days
(8 Reviews)
2.3
mehrzadgsan

Hi, Your post for the "Website Data Extraction to Database" caught to my attention because it is extremely similar to the work I’ve provided for many of my other clients in the past. I have strong skills in technologi More

$149 USD in 7 days
(0 Reviews)
0.0
Nehag510

Hello With my 5+ years of experience in web development, I've curated a profound understanding of the necessary technologies and tools needed for your project. Be it CRM management, data extraction, and populating dat More

$220 USD in 7 days
(0 Reviews)
0.0
Fulstackdveloper

Hello, I am ready to start this job instantly according to your requirements. I’m also available for INTERVIEW and I’d love to hear a word from you. Regards, Khalid J.

$65 USD in 2 days
(0 Reviews)
0.0
adnansumee114

Greetings, We propose the implementation of the Boss CRM system to revolutionize your customer relationship management processes. The Boss CRM system offers a comprehensive suite of features designed to enhance custome More

$140 USD in 7 days
(0 Reviews)
0.0