Beta 5 – Tutorial #5: Exporting Leads To Excel

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Tutorial #5: Exporting Leads to Excel On occasion you’ll need to export some of your leads.  You may need to upload mailing addresses into Click2Mail.com or send them off to the person answering your calls.  What ever the reason, Beta 5 can easily create this export for you. The Quick… Check the selection box for each lead you’d like to export.  To select them all, select ‘Select All…’ under the ‘Action’ menu Under the ‘Action’ menu, click ‘Export Selected’ and …

Beta 5 – Tutorial #4: Deleting Lists and Leads

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Tutorial #4: Deleting Lists and Leads With out a doubt, while organizing your leads, you’ll come to a situation where you want to delete one of them or even an entire list from the system.  In this video I will show you how to quickly and easily delete what you want. The Quick…. Delete Leads Check the selection box for the lead(s) you wish to delete.  If you want to delete all the leads, click the ‘Action’ menu and select …

48 days

Scott CostelloAll, Blog, Featured 8 Comments

48 days from becoming a father With January in the books already, I’ve only got 48 days till I officially become a father for the first time. It is an amazing thought and puts a warm feeling in my heart every time I add a new piece of furniture or hang some tiny, yet oh so cute baby clothes in the nursery. One of the most amazing parts about becoming a parent is how generous the people around me are being. Everyone …

Lesson Learned: What a Failed Deal Can Teach You

Scott CostelloAll, Blog, Featured, Lessons Learned 10 Comments

Investing in Real Estate is almost never easy and many times you learn your most valuable lessons by deals that have fallen apart.  The only real hope is that these lessons are not expensive ones, but many times they are.  You can have all the mentors you want or have packed your brain with as much knowledge as possible and that still doesn’t mean you will escape the school have hard knocks. My Lesson Deal #2 is officially dead!  After 2 …

Marketing Monday: Planning Out My Year

Scott CostelloAll, Blog, Featured, Marketing 4 Comments

This year is going to be a hectic one for sure, so one of my early goals was to create a schedule for all my mailings this year.   Last year I basically decided what to send out at the beginning of the week.  I’d sit at home on Monday night and figure out how many mailers I wanted to send, see which of my current lists needed a 2nd or 3rd mailing and create those.  If there weren’t enough, …

Beta 5 Tutorial #3: Editing Lead Information

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Tutorial #3: Editing Lead Information It is easy to search for and edit a lead.  You can search for a lead 11 different ways… Name (first or last) Property Address Property City Property State Property Zip Owner Address Owner City Owner State Owner Zip Phone Number Email Address To view a lead’s detailed information, simple click on their name on the grid and it will take you to their card.  This video will walk you through the process as well …

Beta 5 Tutorial #2 – Importing Leads From Excel

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Tutorial #2: Importing Leads from Excel This is the method I prefer to enter in all my leads.  If I have a few dozen leads to enter into beta 5, I like to put them in an excel spread sheet and then import them. Open up the Leads area Click “Import” then “…From Excel” Select Excel file to import Match fields Import If you use a specific column headings in your excel file, Step #4 will auto-match your fields saving …

Beta 5 Tutorial #1 – Entering A Single Lead

Scott CostelloBlog 2 Comments

Tutorial #1: Entering A Single Lead One of the first things you’ll want to do after installing SI Lead Manager – Beta 5 is to put some leads into the system.  One of the two ways to do this is by manually entering in each lead.   Here are the steps you need to follow in order to do this… Navigate to the Leads area by clicking the menu item. Create a new List (you can skip this step if list …

Recharging the Batteries and Getting the Motivation Back…Check!

Scott CostelloAll, Blog 7 Comments

I’m a big believer in taking some time off to recharge the batteries.  I’m not talking 1 day here and there either.  If you are anything like me, that really does nothing for me because my mind is still thinking about real estate on that day off.   I like to take about 3 weeks off and the perfect time to do that is around the holiday season. In the past years, I’ve continued to post on my blog during …

SI Lead Manager – Beta 5 has been released!

Scott CostelloAll, Blog, Featured, Lead Tracker Leave a Comment

Have you had a tough time managing your leads using Excel? Did you find that other lead management software is just too Expensive? Have you tried SI Lead Manager – Beta 4 and found it too confusing? If you’ve answered Yes to any of the above questions, then you need to get SI Lead Manager – Beta 5After working hard for over 7 months, SI Lead Manager Beta 5 is finally ready for release.  The interface has been completely redesigned …

Email Question: What Do You Think About Mentors?

Scott CostelloAll, Blog, Featured 1 Comment

I’ve been asked quite a few times what I thought about getting a mentor or finding a coaching program.  The main concern for those that are asking is it worth the money to join the flip vips or other coaching programs offered by various people.  Most recently one of my blog readers Zac asked me this very question and after I took some time to reply to his email I thought it would be a great idea to post my …

Marketing Monday: All Time Funniest Response

Scott CostelloAll, Blog, Featured, Marketing, Unhappy Sellers 8 Comments

One of the risks with sending out direct marketing letters is that you are going to piss people off.  You shouldn’t take these people to seriously or feel bad that you pissed them off though.  This is because I can guarantee that they were pissed off way before getting your letter.  Sometimes they will call you up to tell to say that you are the scum of the earth and sometimes they will write you a letter like this one… You …

Deal #2 Update: How Patient Are You?

Scott CostelloAll, Blog, Featured 9 Comments

How much patience should one have?  I have plenty of patience and don’t mind waiting these people out, but is that always the best way?  I’m glad our first deal went very smoothly or else I would think all deals are like this current one.  Below is the time line of events and shows how sketchy these people can be.  To me a lack of communication is the most infuriating thing.   September  The beginnings of Deal #2 happened September 15th …

Marketing Monday: Bad Results

Scott CostelloAll, Blog, Featured, Marketing 4 Comments

During November I started to experiment with the envelope that I was using to see if I could increase the number of responses I could get.  I was expecting at worst similar results to what I was getting with my white envelopes, which is about 10% response rate.   It’s been roughly 30 days since I started and I have my results. Granted I could still get calls from the colored envelopes, but I believe I have enough to report …

Marketing Monday Will Be Interrupted By The Following Announcement

Scott CostelloAll, Blog, Featured 14 Comments

I’m going to postpone Marketing Monday for another day because I’ve got an announcement to make….. Deal #2 is under contract! My partner did some great negotiating and as of yesterday (12/5/2011)  we have a signed contract for purchase.  As with the first deal I don’t want to divulge the details until it closes and we get paid.  I will tell you that this deal will not be a home run by any stretch of the means, but it will …