TotalBrokerage

Contacts 14

• Basic and Advanced Searching in CRM
• Adding a single contact
• 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

View all 14

CRM Action Plans 3

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

Import 3

• Importing multiple Contacts from a CSV
• Importing multiple Vendors from a CSV
• Copying a Contact or Vendor to a New Contact or Vendor

Vendors 5

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

Working within a Contact 16

• General
• Address
• Details
• Preferences
• Activity

View all 16

Integration with 3rd Party Software 2

• CRM Integration with Zillow
• CRM Integration with iHomeFinder