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, click on “CRM” and then “View Vendors” on the left side of the screen. Find the “Actions” menu at the top-right corner of t...

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...

How to Remove a Vendor from Your List Navigate to Vendors – From your dashboard, go to CRM > View Vendors on the left side of the screen. Select th...

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...

Go to CRM > View Vendors. Select the Vendor. Make sure that Vendor has a Mobile Phone Number. Go to the SMS tab. While composing a...

To add files to a vendor in TotalBrokerage, click on “CRM” and then View Vendors from your dashboard.  Select the vendor for which you want to a...

To add vendor detail information in TotalBrokerage, click on “CRM” and then View Vendors from your dashboard.  Select the vendor for which you w...

Within the Email tab of a vendor, you can send and receive messages with a vendor's email address. To view a list of all emails sent to the vendor...

Looking to communicate en masse with your vendors? Follow our streamlined guide to swiftly send bulk emails via the CRM. Whether you're announcing updat...