This article will answer some of the most frequently asked questions about managing buyers on Investorlift.

• How do buyers add themselves to the buyer's list?
• How do I delete a buyer?
• How do I edit a buyer?
• How do I search for a buyer?
• Are you able to search for buyers in a specific state/location?
• How do I import a buyer?
• What should I do if I encounter invalid buyers while trying to import them?
• How do I export a buyer?
• How do I mark a buyer as vetted?

1. How do buyers add themselves to the buyer's list?

Buyers can be automatically added to your list when they take specific actions within the platform. Here are the actions that trigger automatic addition:

• Request an Address: When a buyer requests information about a property, Investorlift adds them to your list.
• Send an Inquiry: Any inquiries sent by buyers result in their automatic inclusion on your buyer list.
• Click Subscribe: If a buyer clicks the "Subscribe" button under a property listing, they will be added to your list.
• Make an Offer: When a buyer makes an offer on a property via the "My Buyer" section, they will also be added to your buyer list.

2. How do I delete a buyer?

Deleting a buyer from your list is a straightforward process. Here's how you can do it:

1. Click on 'Buyers' in the menu.
2. In the Buyers section, locate the buyer you wish to remove.
3. Look for the minus symbol (-) next to their name.
4. Click on the minus symbol to delete the buyer from your list.

3. How do I edit a buyer?

If you need to make changes to a buyer's information, follow these steps:

1. Click on 'Buyers' in the menu.

2. In the Buyers section, find the buyer you want to edit.

3. Click on the buyer's profile.
4. You'll have the option to change their name and email, mark them as vetted or VIP, or update their password.

5. After making the desired changes, click on "Save" to save the modifications.

4. How do I search for a buyer?

Searching for a specific buyer is made easy with the search feature. Here's how you can do it:

1. Click on 'Buyers' in the menu.
2. Click on "Filters."
3. You can locate buyers using their email, name, or phone number, geotags, tags, the date they were added to your buyer list, or their buyer score, among other options.

5. Are you able to search for buyers in a specific state/location?

Yes, you can search for buyers in a specific location using geotags. Here's how:

1. Click on 'Buyers' in the menu.
2. Click on "Filters."
3. Select "geotags" and type in the location you are looking for.
4. Press enter or click on "Filter Buyers" to see the results.

6. How do I import a buyer?

To import buyers into the system, you can refer to an article that provides detailed instructions on the process. Click here to access it.

7. What should I do if I encounter invalid buyers while trying to import them?

Invalid buyers often result from incomplete or incorrect information in the imported documents. To avoid this issue, please check out our article on how to properly set up the information for importing buyers.

8. How do I export a buyer?

If you need to export buyer data, we have an article with all the information you need. Click here to access it.

9. How do I mark a buyer as vetted?

To mark a buyer as vetted, you can consult our dedicated article for step-by-step guidance. Click here to access it.

Investorlift provides a comprehensive suite of tools to manage your buyer list effectively. Whether you're adding, editing, deleting, searching, importing, or exporting buyers, these frequently asked questions should assist you in navigating the system with ease. If you have further questions or need more assistance, don't hesitate to reach out to Investorlift's support team for prompt help.