TotalBrokerage

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

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

Managers have the ability to reassign contacts to a new agent in bulk.  Note that this will reassign all contacts you have searched, regardless of who they...

If allowed by your Brokerage, you can export contacts or specific contact information to a CSV file from your CRM. Steps to Export Contacts: From your...

When adding or editing a contact, TotalBrokerage can alert you to potential duplicate contacts within your brokerage. If a possible duplicate is detecte...

If your brokerage has enabled Private Contacts, you can protect your contacts from being viewed by other users in the brokerage. When this setting is en...

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...

Go to CRM → View Contacts.  Select Contacts: Check off the contacts you want to add to the automation, or use +Add Filter to narrow your search....

Bulk Emailing & SMS allows you to select multiple contacts and send a single message to all selected recipients at the same time. This provides an effic...