Working within a Contact
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
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 ...
Tue, Apr 1, 2025 at 3:15 PM
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 ...
Thu, Mar 27, 2025 at 10:27 AM
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
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...
Fri, Mar 28, 2025 at 3:01 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