Contacts

Basic and Advanced Searching in CRM
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...
Fri, Mar 31, 2023 at 4:30 PM
Adding a single contact
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...
Thu, Jun 30, 2022 at 9:50 AM
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 done a search for regardless of who they are assi...
Fri, Mar 31, 2023 at 1:40 PM
Sending a Bulk Email to Contacts
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,...
Fri, Mar 31, 2023 at 2:18 PM
Exporting Contacts, Contact Addresses, and Contact Activities to a CSV
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...
Fri, May 5, 2023 at 4:54 PM
Exporting your Contact Addresses to a CSV
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...
Tue, Aug 16, 2022 at 11:04 AM
Sending an SMS Message to a Selected Group of Contacts
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...
Fri, Mar 31, 2023 at 1:52 PM
Duplicate Contact Detection
When adding or editing contacts, TotalBrokerage will warn you of possible duplications. These warning will appear as yellow boxes around the information tha...
Tue, Aug 16, 2022 at 12:43 PM
Bulk Tagging & Untagging Contacts
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. ...
Fri, Mar 31, 2023 at 4:20 PM
Reset Status of a Contact's Email
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...
Tue, Aug 16, 2022 at 12:46 PM