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Knowledge base
BatchLeads Guides
BatchLeads Quick Start Guides
5
Wholesalers & Investors
Real Estate Agents & Title Companies
Lenders
Contractors & Vendors
How to Skip Trace during your Trial
Property Search
10
BatchLeads Filter Definitions
How to use Property Search
How to Stack Quick Filters
How to Pull a List of Cash Buyers
How to Use Quick Filters in Property Search
View all 10
My Lists
13
How to Import your Spreadsheet
How to Filter your Saved Properties
Using Quick Filters within "My Lists"
Bulk Actions in My Lists
How to List Stack & Why it's Important
View all 13
Connecting with Real Estate Agents
1
Agent Outreach
Skip Tracing
5
How to Skip Trace Addresses from "My Lists"
How to Import Files to Skip Trace
How to Skip Trace a Single Address
Formatting Your Files for Importing
Understanding Your Skip Traced Results
Driving for Dollars / Mobile App
13
Virtual Driving for Dollars in BatchLeads
How to Install the BatchLeads Mobile App
How to Drive for Dollars on the Mobile App
How to View your Driving Routes - Mobile App
How to Pull Lists of Sellers - Mobile App
View all 13
Marketing Tools
3
Texting in BatchLeads
Direct Mail
Making Phone Calls in BatchLeads - Click to Dial
Direct Mail
5
Direct Mail Set Up
How to Send Direct Mail
How to Create Custom Postcards and Letters
Creating Direct Mail Campaigns from "Direct Mail"
One Click Direct Mail
General / My Workspace
17
How to Cancel your Trial Account
Lead Scoring
Updating Your User Profile and Resetting Your Password
How to Add a New Payment Method
Adding & Managing Additional Users
View all 17
Best Practices
5
SMS Deliverability Best Practices & Keys to Success
SMS Sample Script
Carrier Filtering Explained
Property Avatar
Live Webinars
My Team
2
Understanding Workspaces
How to Login to other Workspaces
Community Resources
3
Join the Community
Upcoming Challenges, Master Classes & Webinars
Contact Us
DRAFTS - DO NOT PUBLISH
0
BatchDialer Guides
Quick Start Guides
4
Administrators
Agents
Best Practices
LIVE Training Sessions
Dashboard
3
Understanding the Administrator Dashboard
How to Listen in, Barge in & Whisper on live calls
Understanding the Agent Dashboard
Campaigns
2
How to Create Campaigns
Understanding Recycled and Call again Campaigns
Phone System
11
How to Purchase Phone numbers
How to add an External Number
Advanced Phone Reputation
How to use Number Groups
How to replace Phone Numbers
View all 11
Contacts
4
How to Import your Spreadsheet of Contacts into BatchDialer
Understanding your Contacts' Information
How to Push Lists from BatchLeads to BatchDialer
Understanding your Import Logs
Users
2
How to add Users
How to edit User Permissions
Reports
6
Managing Recent Contacts
Managing Time in Status
Managing Campaign Reports
Managing Agent Reports
Managing Number Reports
View all 6
Dialing
5
How to Dial "Preview Mode" Campaigns
How to Dial "Predictive Mode" Campaigns
How to Call Contacts back / Make Test Calls
How to Set up the Address Book & Transfer Calls
Rapid Fire Mode
General / Settings
17
How to use the Calendar
Team Chat and Lead Voicemails
How to set up the Address Book and Transfer Calls
How to Create Voicemails
How to integrate your CRM using Zapier
View all 17
Interactive Demos
5
3 Steps to Get Started in BatchDialer
How to Add Phone Numbers in BatchDialer
How to Import Contacts into BatchDialer
How to Create Campaigns in BatchDialer
How to Manage Recent Contacts in BatchDialer
Community Resources
3
Join the BatchService Community
Upcoming Challenges, Master Classes and Webinars
Contact Us
General
Getting Started
0
Payments
0
Community Resources
1
Join Our Facebook Community
On-Demand Trainings
On-Demand Trainings
5
Direct Mail Updates with Tyson Smith 6/6/24
Getting Started in your Trial
Quick Start Onboarding
BatchLeads Onboarding
Mastering BatchLeads Webinar 8/1/24
BatchSkipTracing
Getting Started
10
Editing Your Profile
Adding Team Members
How to Integrate BatchDialer and Push Your Lists
How to manage your Billing
How to Skip Trace a Single Address
View all 10
Release Notes
7
Release Notes [v 2.15]
Release Notes [v 2.11]
Release Notes [v 2.10]
Release Notes [v 2.7]
Release Notes [v 2.5]
View all 7
BatchLeads Release Notes
BatchLeads - Release Notes and System Updates
1
A2P 10DLC Messaging Update
BatchLeads FAQ
Skip Tracing
18
Are my skip traced results scrubbed against the National Do-Not-Call database?
Can I use the skip tracing service without a BatchLeads subscription?
What is the format required for importing files?
Pricing for Skip Tracing
Why is the hit rate low for my imported data?
View all 18
Direct Mail
2
Direct Mail Campaign : When will I be charged for the Campaign?
FAQs related to DM campaign
General FAQs
51
Skip Tracing with No Name or LLC Add to Batch leads
How often is vacancy status updated on a property?
What is address standardization?
Can the Team Basic Plan be upgraded to the Team Plus Plan?
Address Validation & Verification
View all 51
SMS Messaging
10
SMS Opt-Out Keywords and Stop Words
Why won't my message send?
What are Litigators
Why am I not receiving replies to messages?
How much does each SMS text message cost to send?
View all 10
BatchLeads How To's
Account Management
9
How to update your user profile and password in BatchLeads
Managing Your User Settings
Viewing Your Billing History
Viewing Notifications
Acceptable Use Policy for Messaging
View all 9
SMS
Integrations
11
Zapier Integrations - Trigger on Status
Podio Push To Email
API Documentation
Zapier API Documentation
How to connect Podio and BatchLeads
View all 11
SMS Integrations
6
Twilio with BatchLeads 3.0
Plivo with BatchLeads
Signalwire with BatchLeads
Flowroute with BatchLeads
Telnyx with BatchLeads
View all 6
Text Messaging
17
SMS Eligibility Requirements
SMS Settings - What to Set Up To Start Texting
How to Start an SMS Campaign - Best Practices
SMS Inbox - Best Practices
How to Create a Follow Up SMS Campaign
View all 17
On-Demand Training Sessions
On-Demand Training Sessions
3
3 Steps to Start Making Calls in BatchDialer
Getting Started with BatchDialer 8/9/24
BatchDialer On-Boarding
BatchDialer Integration Marketplace
How Tos
8
How to setup Zoho's integration with BatchDialer
How to setup Hubspot's integration with BatchDialer
How to setup ActiveCampaign's integration with BatchDialer
How to setup Mailchimp's integration with BatchDialer
How to setup Google Calendar's integration with BatchDialer
View all 8
BatchDialer FAQs
In app General FAQ : Tracking / Metrics / KPIs
41
Q: Can I change an agents status?
Q: Does it cost anything to create different logins?
Q: How can I listen to a recorded call?
Q: Can 2 people log in at once?
Q: Do I need to purchase 2 phone numbers? One for the inbound calls and one for outbound calls or one number can be used for both?
View all 41
BatchDialer Release Notes
Release Notes and System updates
12
Release Notes [v 8.3]
Release Notes [v 8.4]
Release Notes [v 8.5]
Release Notes [v 8.6]
Release Notes [v 8.7]
View all 12
Education Release
5
How Do I Avoid a “Scam Likely” Call Label?
High-Volume Outbound Calling: Best Practices and Caller ID Management
What is Call Attestation? A, B, and C-Level Tokens Explained By Chris Meabe
Scam Likely vs. Potential Spam vs. Survey: Call Labels Explained
Are Anti-Robocall Apps Impacting Your Calls?
Help Desk Software
by Freshdesk