CRM

How to send RE/MAX marketing material - IOV
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
How to send a Video email
  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
How to view and edit your scheduled emails
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
How to view your email history
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
Virtual Agent Procedure for offices
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
POPIA - The Virtual Agent
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
View your Contacts
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
View your contact Groups
Navigate to “Manage Groups” under “Contacts” in your CRM dropdown menu, as shown below:     
Tue, 9 Mar, 2021 at 9:20 AM
Remove Contacts from a group
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
How to send a Flyer
  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