TotalBrokerage

Access the CRM From your dashboard, click on CRM and then View Contacts on the left side of the screen. Search for Contacts  In the V...

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...

You can reassign your contacts to a new agent at once.  Note that this will reassign all contacts you have done a search for regardless of who they are assi...

You can send mass emails to your contacts. To do this, go to CRM → View Contacts, and search for your contacts. For a guide on searching for contacts,...

To Export contacts or contact information to a CSV, from your dashboard go to “CRM”, then “View Contacts.”  Go to the Advanced tab to do a conta...

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...

You can send mass SMS texts to your contacts. This will only work if you have an SMS number set up within your profile and if you have enough SMS text messa...

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

To bulk tag a specific set of contacts, first, search for the contacts you want to bulk tag. Select from the search the contacts that you want to bulk tag. ...

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