Overview of Firepoint + Ylopo: What Happens When a New Lead is Created

Goals of this Video

• Identify and sort new Ylopo leads (01:41)
• Understand source values for Ylopo generated leads (02:24)
• Configure lead routing rules (06:48)
  • Email drips, lead assignments, round robins
• Find Ylopo stars links (04:40)
• Understand and use Ylopo tags (11:37)
• Understand initial lead registration data (12:39)

Identify and sort by new Ylopo Leads

1. Menu: Select the square menu button at the top left.
2. Company leads: Shows all leads in the dashboard. The leads option shows users only.
3. Filter: Located at the top right. Upside triangle dropdown.
4. Lead Source: To filter Ylopo leads there are four types 
   
   • Home Valuation (Ylopo)
   • Open House (Ylopo)
   • Ylopo (Buyer)
   • Ylopo Seller
5. Sort by: Creation date is the default and shows the most recent. There are other sort options here. 

Find Ylopo Stars Links

1. In Live Activity Feed
2. In Contact Details, there is a link on the bottom
3. In lead activities and tasks 

Configuring Lead Routing

1. Menu to Office settings
2. Lead distribution: 
   • Lead distribution is linear 
3. Edit lead distribution by selecting the pencil icon
   • Can see and edit when active
   • Can edit price maximum and minimum
   • Edit lead owner assignment
   • Add users and set up a round-robin or pond distribution
   • See what users are active and the percentage of distribution
   • Turn on or off auto text
   • Apply campaign to the lead
     • Here select which campaign or drips
   • Select a loan officer -loan officer assignment
4. Campaigns are set in the menu
   • then campaigns are listed in alphabetical order. Under this can see name and when to stop
   • Can set to stop see flow, delay, create tasks, to create use plus icon. Can send email or text and apply to various leads
   • Can see how many active leads are applied to these campaigns in the active, paused, completed, or stopped stage. You can view the number of campaigns total at the bottom.
5. Can insert rules between lead flow distribution by selecting the plus icon and selecting save.

Ylopo Tags in Firepoint

Tags show on the left column of the lead info in different colors and can be expanded out.

• Can be used to filter by different tags or other options when filtering leads in company leads

•  Returned- Shows were registered and have returned to the home search site.
• I_Need_To_sell_Before_I_Can_Buy-Applied from the questionnaire submission lead responded with when originally registered.
• 6_TO-12_MONTHS- Timeframe provided when completing home search site registration form.
• Remarketing Visitor- from remarketing imported leads. 
• Ylopo_Facebook- Lead imported through Facebook.
• Ylopo_Organic- Lead registered directly on the site.
• HANDRAISER- Priority tag for leads that filled out the form from the home search requesting more information or requesting to see the listing. You are able to filter by this tag. 

Last Review: 9/22/21 Colleen M.