CRM
YouTube link: https://youtu.be/HiINz2mQRBw Contacts created before 1 July 2021 don't have to opt in to receive communications; but Contacts created ...
Tue, 8 Feb, 2022 at 10:47 AM
Highlight the column Right click and select Format Cells On the Number tab, select Custom Select the 0 and type 9 zeros – there must be 10 zeros in tota...
Tue, 13 Jul, 2021 at 12:41 PM
Your profile photo will appear twice in campaigns if the dimensions of your profile photo are too big or too small. Dimensions of your profile photo sho...
Thu, 15 Jul, 2021 at 10:48 AM
For consent received via WhatsApp, phone calls and other methods apart from email, we implemented a manual opt in/opt out for all contacts on the CRM.&n...
Wed, 21 Jul, 2021 at 5:01 PM
Youtube link: https://youtu.be/jBhDUfxCRzQ (forward to 1.30 min) Click on the ‘CRM > Marketing’ tab Click on ‘Create Campaign’ Type in the su...
Tue, 8 Feb, 2022 at 2:30 PM
YouTube Link: https://youtu.be/kTrxhZruHEU To search for an individual, use the General search option. Navigate to CRM Select Prospecting Select Sear...
Tue, 8 Feb, 2022 at 2:40 PM
YouTube link: https://youtu.be/r6LHH4D5GnU REMINDERS Property Anniversaries To view navigate to ‘Reminders’. Select ‘Property Anniversaries’ Re...
Tue, 8 Feb, 2022 at 2:16 PM