Advanced Features Training
Power user features, automation, and system integrations
1. Advanced Automation Rules
Automation is the key to scaling your business. Learn how to set up "If This, Then That" rules to handle repetitive tasks.
Triggers & Actions:
- Trigger: Status changes to "Offer Accepted".
- Action: Create task "Open Escrow", send email to Title Company, tag deal "High Priority".
Use Case: Dead Lead Revival
Create a rule that triggers 30 days after a lead is marked "Cold". Action: Send a "checking in" email and create a task to review the lead. This ensures no lead is ever truly lost.
2. System Integrations
Connect PRG LandTech with your favorite tools for a seamless workflow.
Google Calendar
Two-way sync. Tasks appear on your calendar; calendar events block off availability in the system.
Google Drive / SharePoint
Auto-create folders for every deal. Store contracts and photos securely in the cloud.
Zapier / Make
Use webhooks to connect to thousands of other apps (Slack, Mailchimp, QuickBooks, etc.).
3. Analytics & Reporting
You can't improve what you don't measure. Use the Analytics dashboard to track your KPIs.
Key Metrics to Watch:
- Conversion Rate: Leads → Offers → Deals Closed.
- Cost Per Lead (CPL): Marketing spend / number of leads.
- Average Deal Profit: Total profit / number of deals.
- Time to Close: Average days from contract to closing.
4. Security & Permissions
Protecting your data is critical. Learn how to manage user roles and access.
- Role-Based Access: Admins see everything; Staff see assigned leads; VAs have limited access.
- Audit Logs: Track who changed what and when. Useful for troubleshooting and accountability.
- Data Export: Securely back up your data anytime from the Settings menu.