CRM
Navigate to ‘CRM > Contacts > Manage Contacts’ Click on the ‘Export’ button. All Contacts will be exported to an Excel CSV file located in your ...
Tue, 2 Mar, 2021 at 4:31 PM
YouTube link: https://youtu.be/HiINz2mQRBw Navigate to CRM > Contacts > Manage Groups To EDIT a group, click on the pencil next to the group yo...
Tue, 8 Feb, 2022 at 10:42 AM
YouTube link: https://youtu.be/TbZn-O5mF0c Navigate to CRM > Contacts > Import Contacts Click on the Download Template button to download the CSV ...
Tue, 8 Feb, 2022 at 10:51 AM
YouTube link: https://youtu.be/TbZn-O5mF0c All website enquiries (Private Property, Property 24, remax.co.za and microsites) are available in the RE/MAX...
Tue, 8 Feb, 2022 at 11:00 AM
YouTube link: https://youtu.be/r6LHH4D5GnU Click on the ‘CRM > Transactions’ Click on the + button Enter the relevant Transaction i...
Tue, 8 Feb, 2022 at 10:59 AM
Navigate to CRM > Reminders and select Birthdays or Property Anniversaries Send your client an email by clicking on the envelop icon
Mon, 1 Mar, 2021 at 5:02 PM
YouTube link: https://youtu.be/r6LHH4D5GnU Click on CRM > Scheduling Select Calendar & Appointments Click on the plus button on the top right...
Tue, 8 Feb, 2022 at 2:22 PM
Youtube Link: https://youtu.be/r6LHH4D5GnU To Do tasks can be used to add any important tasks that need to be completed and keep track of tasks that...
Thu, 28 Apr, 2022 at 12:00 PM
YouTube link: https://youtu.be/kTrxhZruHEU The ‘Match Centre’ is where you Match the Contacts/Clients you have in the CRM system to a new listing ...
Tue, 8 Feb, 2022 at 2:38 PM
Click on the ‘CRM > Marketing’ tab Click on ‘Create Campaign’ Type in the subject (e.g. Properties On Show.). This subject appears in the subject ...
Mon, 8 Mar, 2021 at 8:34 AM