Contacts

Basic and Advanced Searching in CRM
Accessing the CRM From your dashboard, click CRM → View Contacts on the left side of the screen. Searching for Contacts You can perform Simp...
Mon, Apr 21, 2025 at 4:16 PM
Adding a single contact
To add a single new contact to your CRM: From your dashboard, click "CRM", then select "Add a Contact". Enter the contact’s det...
Mon, Apr 21, 2025 at 4:15 PM
Reset Status of a Contact's Email
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 ...
Fri, Mar 14, 2025 at 12:13 PM
Reassigning all of your Contacts to another Agent
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...
Thu, Mar 13, 2025 at 3:01 PM
Exporting Contacts, Contact Addresses, and Contact Activities to a CSV
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...
Fri, Feb 21, 2025 at 11:39 AM
Exporting your Contact Addresses to a CSV
To export only your contacts' addresses to a CSV file, follow these steps: Go to CRM – From your dashboard, navigate to CRM > View Contacts. Se...
Fri, Mar 28, 2025 at 4:40 PM
Sending an SMS Message to a Selected Group of Contacts
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...
Mon, Mar 10, 2025 at 4:04 PM
Duplicate Contact Detection
When adding or editing contacts, TotalBrokerage alerts you to potential duplicates.  Yellow boxes highlight duplicate information, and a warning at the ...
Fri, Apr 11, 2025 at 2:14 PM
Bulk Tagging & Untagging Contacts
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...
Fri, Feb 21, 2025 at 11:34 AM
Protect Contact Setting
Agents may protect their contacts from the brokerage if this setting is enabled. If your brokerage has enabled the setting that allows your contacts to ...
Thu, Mar 27, 2025 at 11:44 AM