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Designed to Convert More Leads into Deals

Home Knowledge Base - Article Xencall / ReadyMode and SimplifyREI
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Xencall / ReadyMode and SimplifyREI


Once integrated, your team can press on COLD / WARM / HOT buttons on Xencall to have the notes and lead temperature automatically transfer into SimplifyREI. When a Lead is pushed from Xencall initially,
Lead Stage within SimplifyREI will be “Untouched”
Call Attempt within SimpliifyREI will be “Make Initial Contact”
Lead Temperature will carry over as well as the conversation notes

Xencall

  1. Log into your designated xencall dashboard
  2. Open desired lead



3. Select Cold, Warm, or Hot – this will trigger the lead information to transfer to SimplifyREI
Incoming leads to SimplifyREI will be marked as “Untouched” and will generate a task to the assigned Lead Manager of the particular lead (located underneath Seller Information). Incoming leads will automatically round robin to any Team Members with their respective roles assigned within the Team Members APP. To see more on tasks, click here

To maximize the most out of SimplifyREI, go through each of these articles and set up a proper system with your team that everyone enjoys.


If this article did not answer your questions regarding Xencall–>SimplifyREI Integration and you have viewed the rest of the Knowledge Base, send us an email! support@simplifyrei.io