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...

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...

Go to CRM → View Contacts.  Select Contacts: Check off the contacts you want to add to the automation, or use the Advanced tab to filter your se...

Bulk emailing allows you to select multiple contacts and send one email to all of them at the same time. This is a great way to communicate with groups of c...