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...

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 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...

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...

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...

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...