CRM
Youtube link: https://youtu.be/jBhDUfxCRzQ (forward to 0.53 min) Click on the ‘CRM > Marketing’ tab Click on ‘Create Campaign’ Type in the su...
Tue, 8 Feb, 2022 at 2:32 PM
Click on the ‘CRM > Marketing’ tab Click on ‘Create Campaign’ Type in the subject (e.g. Congratulations, New Listing, Virtual Tour, etc.). This su...
Mon, 8 Mar, 2021 at 8:35 AM
Click on the ‘Marketing’ tab. Click on ‘Scheduled Campaigns’ To edit the email, click on the pencil button To delete, click on the bin button No...
Mon, 8 Mar, 2021 at 8:36 AM
You can view your email marketing history by navigating to “Marketing” and selecting “Campaign History” Here, you can view all previously sent ema...
Mon, 8 Mar, 2021 at 8:36 AM
Below is the procedure you need to follow as a Broker/Owner to enable Virtual Agent for your agents and allow it to be fully integrated with the RE/MAX CRM ...
Thu, 25 Jan, 2024 at 9:36 AM
Due to POPIA, The Virtual Agent has minimized its search parameters. You may now only search by: ID number The street address Company registration numb...
Tue, 24 Aug, 2021 at 3:42 PM
To view your contacts loaded on RE/MAX CRM, click on “CRM” in the dropdown menu: Click on “Contacts” in the dropdown menu: ...
Sun, 3 Jan, 2021 at 10:40 PM
Navigate to “Manage Groups” under “Contacts” in your CRM dropdown menu, as shown below:
Tue, 9 Mar, 2021 at 9:20 AM
Click on the pencil to edit the group. On the edit page, scroll down to “All Contacts” and click on the tick box. Then, click on the bin...
Sun, 3 Jan, 2021 at 10:45 PM
Navigate to CRM > Contacts > Manage Contacts OR Manage Groups Find the contact or group you wish to send the Flyer to and click on the envelope...
Mon, 31 May, 2021 at 10:23 AM