TotalBrokerage

Accessing the CRM From your dashboard, click CRM → View Contacts on the left side of the screen. Searching for Contacts You can perform Simp...

To add a single new contact, from your dashboard click “CRM” and then “Add a Contact”. Enter all of the contact’s information on this page...

The following are email statuses an email can have in TotalBrokerage: Valid: The email address is valid, and emails can be sent to them. Soft Bounce: An ...

You can reassign your contacts to a new agent at once.  Note that this will reassign all contacts you have searched, regardless of who they are assigned, t...

You can send mass emails to your contacts directly from your CRM. Steps to Send a Mass Email: Navigate to CRM → View Contacts and search for the co...

You can export contacts or specific contact information to a CSV file from your CRM. Steps to Export Contacts: From your dashboard, go to CRM → View C...

To Export only your contacts’ addresses to a CSV, from your dashboard go to “CRM”, then “View Contacts.” Click on the “Actions” tab and then cli...

Sending mass SMS texts to your contacts is only available if you have an SMS number set up within your profile and enough SMS text message licenses.  To...

When adding or editing contacts, TotalBrokerage will warn you of possible duplications. These warning will appear as yellow boxes around the information tha...

Bulk Tagging Contacts Search for the contacts you want to tag. Select the desired contacts from the search results. (If none are selected, the tag will a...