TotalBrokerage

Accessing the CRM From your dashboard, click CRM → View Contacts on the left side of the screen. SEARCHING FOR CONTACTS You can perform Simple...

The following are email statuses that an email address can have in TotalBrokerage: Valid: The email address is valid, and emails can be sent to them. Sof...

You can reassign your contacts to a new agent at once.  Note that this will reassign all contacts you have searched, regardless of who they are assigned, t...

You can export contacts or specific contact information to a CSV file from your CRM. Steps to Export Contacts: From your dashboard, go to CRM → View C...

To export only your contacts' addresses to a CSV file, follow these steps: Go to CRM – From your dashboard, navigate to CRM > View Contacts. Se...

Sending mass SMS texts to your contacts is only available if you have an SMS number set up within your profile and enough SMS text message licenses.  To...

When adding or editing contacts, TotalBrokerage alerts you to potential duplicates.  Yellow boxes highlight duplicate information, and a warning at the ...

Agents may protect their contacts from the brokerage if this setting is enabled. If your brokerage has enabled the setting that allows your contacts to ...

How to Bulk Trash Contacts in TotalBrokerage Trashing contacts archives them and removes them from basic searches, but they can still be recovered in the A...

Power Dialing is available through WAVV and can be added as an optional, paid feature by individual TotalBrokerage users. There are two ways to pow...