TotalBrokerage

From your dashboard, click on “CRM” and then “View Vendors” on the left side of the screen. In “View Vendors” you’ll notice two types of searche...

From your dashboard, navigate to "CRM" and select "View Vendors" from the left sidebar. Find the “Actions” menu at the top-r...

From your dashboard, click “CRM” and then “View Vendors” on the left side of the screen. Click on the Company you wish to edit from your Vendors li...

To send a mass SMS to a selected group of vendors, click on “CRM” and “View Vendors” from your dashboard.  Once in “View Vendors”, conduct a search...

Need to quickly communicate with multiple vendors? Follow this step-by-step guide to efficiently send bulk emails through the CRM. Whether you're sharin...