CRM

Saving emails to the system CRM

Adding emails from your clients to the system's CRM will keep all their correspondence in one place and save you time.

Written by Sue Bermúdez
Updated over a week ago

What is CRM?

Written by Sue Bermúdez
Updated over a week ago

How can I create a custom report?

Build tailored reports to display your sales pipeline, track individual performances within your team, and much more.

Written by Lewis Woodley
Updated over a week ago

How can I add a client to my contact list?

Growing your client database and keeping the information up to date is key to the success of any businesses.

Written by Cassy Cupples
Updated over a week ago

Profiles Search

Use the profile search feature to search for an individual or all the profiles you have created under your account.

Written by Ross Burrow
Updated over a week ago

What is a Contact Source?

You can build a list of Contact Sources to suit your needs. The list is flexible and Sources can be added, edited or deleted any time.

Written by Sue Bermúdez
Updated over a week ago

How can I manage my Contact Source and Contact Stage lists?

Written by Sue Bermúdez
Updated over a week ago

What is a Contact Stage?

You can build your own list of Contact Stages to suit your needs. The list is flexible and Stages can be added, edited or deleted any time.

Written by Sue Bermúdez
Updated over a week ago

How to request an appointment to view another agent's listing?

Written by Sue Bermúdez
Updated over a week ago

What is a task?

Written by Sue Bermúdez
Updated over a week ago

What is the Save Email to CRM option?

When sending a property by email, if you select the [Save to CRM] tickbox, the system will save the email under your client contact record.

Written by Sue Bermúdez
Updated over a week ago

How can I add a task and set a reminder?

Written by Sue Bermúdez
Updated over a week ago

How can I search for a task?

Written by Sue Bermúdez
Updated over a week ago