ReSales Online

Client Profiles - everything you need to know

If your website is configured to send property enquiries to your ReSales-Online CRM, this is how to view and assign them

A web page link provides a method for your clients to click and directly open up property details on your website.

When taking clients to view properties with other agents it is always a good policy to have a signed commission agreement.

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

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

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

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

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.

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.

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.

Find answers and get help from Intercom Support and Community Experts

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