TotalBrokerage

Contacts 13

• Basic and Advanced Searching in CRM
• Reset Status of a Contact's Email
• Reassigning all of your Contacts to another Agent
• Exporting Contacts, Contact Addresses, and Contact Activities to a CSV
• Exporting your Contact Addresses to a CSV

View all 13

CRM Action Plans 3

• Adding a CRM Action Plan
• Editing a CRM Action Plan
• CRM Action Plan Suggestions

CRM > Adding Contacts or Vendors 3

• Copying a Contact or Vendor to a New Contact or Vendor
• Adding Contacts
• Adding Vendors

Vendors 4

• Vendors Basic and Advanced Searching
• Editing a Vendor
• Sending an SMS Message to a Selected Group of Vendors
• Sending a Bulk Email to Vendors

Working within a Contact 5

• Working within a Contact
• Adding a Contact to an Automation
• Action Plans
• Restoring a contact from the Trash
• Reassignment Request for a Contact

Integration with 3rd Party Software 2

• CRM Integration with Zillow
• CRM Integration with iHomeFinder