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CRM

17 articles
Sue Bermúdez avatarLewis Woodley avatarCassy Cupples avatar+1
Written by Sue Bermúdez, Lewis Woodley, Cassy Cupples and 1 other

Client Profiles - everything you need to know

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Written by Sue Bermúdez. Updated over a week ago

How to manage your website enquiries

If your website is configured to send property enquiries to your ReSales-Online CRM, this is how to view and assign them
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Written by Sue Bermúdez. Updated over a week ago

What is a Web Page Link?

A web page link provides a method for your clients to click and directly open up property details on your website.
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Written by Sue Bermúdez. Updated over a week ago

How can I print a Commission Agreement for a viewing appointment?

When taking clients to view properties with other agents it is always a good policy to have a signed commission agreement.
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Written by Sue Bermúdez. Updated over a week ago

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.
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Written by Sue Bermúdez. Updated over a week ago

What is CRM?

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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.
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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.
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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.
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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.
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Written by Sue Bermúdez. Updated over a week ago

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

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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.
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Written by Sue Bermúdez. Updated over a week ago

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

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Written by Sue Bermúdez. Updated over a week ago

What is a task?

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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.
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Written by Sue Bermúdez. Updated over a week ago

How can I add a task and set a reminder?

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Written by Sue Bermúdez. Updated over a week ago

How can I search for a task?

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Written by Sue Bermúdez. Updated over a week ago