TotalBrokerage

You can add all of the contact's basic information on this page. Please note that Lead Type, Lead Status, Lead Source, Language, and Tags are customi...

In this tab, you can add the addresses of your contact.  You can label them and add as many addresses as you want. All changes to this tab will be automatic...

The details tab is where you can enter additional information about your contact, such as their anniversary or spouse’s name. These fields will automaticall...

Here you can enter property preferences for your contact, such as price, number of bedrooms, number of bathrooms, etc. You can also add notes here. These fi...

Here you can search and add activities that occur between you and your contact (such as called, hung a lockbox, met for lunch, etc.). You can...

Here you can view events that you have scheduled with that contact or any tasks associated with this contact.   You can edit/view details for an ev...

The email tab keeps a log of all your emails between you and this contact.  COMPOSE Select “Compose” to create an email inside TotalBrokerage....

Your Contact Capture Email Address is the email address that is used to add your correspondence with a specific contact to TotalBrokerage.  To do t...

Go to CRM → View Contacts → Select a Contact, then open the Automations tab. Here, you can view what automations (or drip campaigns) this contact has be...

Here you can view or edit the transactions that you have started with this contact. To create a new transaction for the contact, click “No transacti...