Working within a Contact
Action Plans are for keeping track of correspondence with a contact. In the Action Plans tab, you can see which plans have been assigned to the contact. Y...
Tue, May 7, 2019 at 8:24 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...
Fri, Mar 22, 2019 at 12:08 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 also click...
Fri, Mar 15, 2019 at 4:29 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
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 Genera...
Thu, Jul 13, 2023 at 9:08 AM
To create a Reassign Request for a Contact you must be a Lead Generator, Lead Manager, CRM Supervisor, or Manager for the Account and Office that the contac...
Mon, Oct 5, 2020 at 9:17 AM