Lead Management
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BoomTown First Steps
STEP 1: LOGIN TO YOUR BOOMTOWN SITE
WHAT IS MY WEBSITE?
Your website is your first name, last name (no space) “.Silvercreekrealty.com”.
Example: https://AaronDoughty.SilvercreekRealty.com
LOGIN TO YOUR BOOMTOWN SITE
Go to https://Leads.BoomTownROI.com
To initially log in, click on the “Forgot Your Password?” button.
Enter your email that you use with Silvercreek Realty Group and then click “Send”.
Follow directions provided by BoomTown!
(Note: Be sure to check your spam/junk mail if email doesn’t show up)
Continue to “STEP 2: FILL OUT YOUR PROFILE” after you have logged in.
STEP 2: FILL OUT YOUR PROFILE
Only move onto this step after completing “Step 1: Login to you BoomTown Site” above
1. Login to your BoomTown account here: https://Leads.BoomTownROI.com
2. In the upper right corner of the website click on your name and then select “Profile”.
3. Upload your photo.
4. Update the fields that are highlighted in the picture below. In the “Personal Website” field you can put your BoomTown website “YourName.SilvercreekRealty.com”.
5. Make sure to click “Update Info” at the bottom of the page.
STEP 3: IMPORT YOUR CONTACTS AND LEADS
Follow the instructions below to learn how to import your leads and contacts to BoomTown. You will need to have a basic understanding of how to use Excel or Google Docs.
1. Download your leads and contacts into a Spreadsheet format. (Google docs, Microsoft Excel, etc…)
2. Download the Import Spreadsheet Template from Here: Download Import Spreadsheet Template
3. You will now need to copy and paste the data one column at a time into the correct column on the Import Spreadsheet Template. Save the file.
4. login to BoomTown Here: https://boomtown.force.com/successcommunity/
5. Once you have logged in it will redirect you to the BoomTown Knowledge base and Help page. You want to search for the following article in the search bar at the top: “bulk import leads”. Click on the first article that comes up. Reference the picture below.
6. Near the bottom of that article, click on the button that says “Complete Pre-Import Questionnaire”. The Questionnaire will guide you through the rest of the process. That is the last step. If you have any further questions please read the all of the “Import Bulk Leads” article.
STEP 4: ONLINE TRAINING & CLASSES
If you want to get the most out of BoomTown make sure to signup for the class below. You can also view BoomTown’s online e-learning below.
Live Training
Follow the instructions below to view available live training.
1. Login to https://leads.boomtownroi.com
If you don’t know your password, click the “Forgot Your Password?” Button.
2. On the left sidebar click on the “Support Button”, then click the “Training” Button.
3.On the left sidebar of the next page click “Live Sessions”.
4. You can then register for the desired live sessions. Remember to convert times to your local time zone. Reference the website for times and available classes. Screenshot below may be out of date.
Certification Quizzes
Fundamentals Certification Quiz
Advanced Training Certification Quiz
Admin Training Certification Quiz
Feature Specific eLearning Training