CRM Search &gt; View Contacts

Accessing the CRM

From your dashboard, click CRM → View Contacts on the left side of the screen.

SEARCHING FOR CONTACTS

You can perform Simple or Advanced searches to find specific contacts.

Simple Search:
- Stay in the Search tab.
- Type your query in the search box.
- Click the Search button on the right.

Use +Add Filter - To add parameters to the search
Click on a criteria to use
Click Choose to see the selection choices
Make your selection and click Add
You can continue adding additional filters if needed.
When finished, click Apply.

Your matching results will appear below the search box.
Show: Here you can adjust how many results are displayed per page by clicking the down arrow next to entries.
Make your selection.
Click the Save icon.

SEARCH BY SPECIFIC FIELDS

In the General, Preferences, Marketing, Address, or Details tab, you can search using isolation fields to filter by attributes.

Tag-Based Search Options

When searching for contacts by tags, you have four options:

Includes all – Contacts must have all selected tags.
Includes any – Contacts must have at least one selected tag.
Doesn't include all – Contacts that have all selected tags will be excluded.
Doesn't include any – Contacts that have at least one selected tag will be excluded.

Viewing Managed Users' Contacts

If you manage other users in TotalBrokerage, you will see a checkbox labeled "Include contacts owned by managed accounts":

If unchecked, only your contacts appear.
If checked, contacts from all your managed users will be included.
If you change this setting, a save icon will appear, allowing you to store your preference for future use.

SELECT MULTIPLE CONTACTS

In the search results, a checkbox appears next to each contact.
Select multiple contacts by checking the boxes next to their names.

BULK ACTIONS

Once you've selected contacts, click the "Actions" button (top right) to choose a bulk action. (If no contacts are selected, the action will apply to all search results.)

Available Bulk Actions: Certain Actions may be limited to users with Managerial roles.

Copy – Copies selected rows for pasting into Excel or Google Sheets.
Export – Exports selected contacts; a CSV file will be emailed to you.
Reassign All – Changes the assigned owner to a different agent.
Trash All – Moves selected contacts to Trash (does not permanently delete). Contacts can be recovered via the Advanced tab.
Remove All from Trash – Recovers trashed contacts in bulk.
Send Email – Sends a mass email to selected contacts. The total number of contacts set to receive the email will be shown at the top of the page.
- You can create your email or use a template.
- Choose who is sending the email and from which email address
- Options: You can choose to add a tag to the recipients of the email
Send SMS – Sends an SMS text message to selected contacts.
Add to Automation – Adds selected contacts to Marketing Automation.
- Use the dropdown menu to select the name of the Automation and the Start Date
- Click Okay

Add to Action Plan – Assigns contacts to a CRM Action Plan.
- Use the dropdown menu to select the name of the Action Plan
- Click Apply
Tag All – Applies bulk tags to selected contacts.
Untag All – Removes bulk tags from selected contacts.
Call – Opens the WAVV dialer (if integration is set up).