Working within a Contact

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
Adding a Contact to an Automation
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
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
Restoring a contact from the Trash
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
Reassignment Request for a Contact
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