Kevin Mason asked us, “Trying to import some leads from a .csv. My .csv has a “county” field that I’d like to import but I don’t see a “county” field in the drop-down to map to. How do I add “county” as a field to…
Deb Spaulding asked us, “I’m new to Agent CRM and have a question regarding sending out texts to contacts thru the CRM… is there a way to do it and it comes from my actual cell phone number?” “In order to begin sending text messages…
Greg Crawford asked us, “Is the 2-way email response direct to Gmail upgrade in effect yet?” “It will be live soon! We’ll make an announcement when it’s up. We’ll have two-way sync live in Gmail and Outlook! “
In the real estate industry, customer relationship management (CRM) systems have become essential tools for managing customer interactions and sales processes. A real estate CRM can help agents and brokers streamline their business operations and maximize their productivity. However, not all CRM systems are created…
Justan Pavone asked us, “When sending out SMS I have 3 numbers 1 for each state. How do I select which phone number to send the SMS from?” “You can assign your phone numbers to a different user in order to use your desired phone…
Justan Pavone asked us, “Question: I have leads in 3 different states. Is there a way to create a file/folder for each state when I upload my contacts daily? Not sure if I missed it somewhere but the help library doesn’t seems to provide the…
In this tutorial, we’ll show you how to use the signature custom field and how it can be used in forms or surveys. Step 1: Adding the Signature Custom Field to Your Form or Survey First, go to the Form Builder (or Survey Builder)….
In today’s digital age, it’s more important than ever for real estate agents to have a mobile-friendly CRM system. A CRM, or customer relationship management, system is essential for real estate professionals who want to stay organized, efficient, and competitive. In this blog post, we’ll…