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...

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...

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: ...

The History tab keeps track of every keystroke that you save inside this contact.   If you change any general information, for example, it will show ...

1. To move a contact to the trash, first, go to your CRM, then click “View Contacts”. 2. Click on the contact you wish to delete (you can ...

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...

Within the SMS tab of a Contact, you can send and receive messages with a contact's mobile number.  Make sure that one of the phone numbers on the Gene...