Working within a Contact
The TotalBrokerage CRM (Customer Relationship Management) system is a tool that helps you manage your interactions with current and potential customers. It’...
Mon, Jun 2, 2025 at 5:01 PM
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...
Thu, Jun 5, 2025 at 9:36 AM
Action Plans help you stay organized by tracking all your interactions and scheduled tasks with a contact. Within the Action Plans tab, you can view: ...
Mon, Apr 21, 2025 at 4:25 PM
1. Nothing is ever permanently deleted from TotalBrokerage. Therefore, you can remove Contacts from the trash if you didn’t mean to delete them. To do th...
Fri, Mar 15, 2019 at 4:24 PM
To create a Reassignment Request for a contact, you must have one of the following roles: Lead Generator, Lead Manager, CRM Supervisor, or Manager for the A...
Thu, Apr 3, 2025 at 3:51 PM