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How-To Use the CRM - Real Estate
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How-To Use the CRM - Real Estate
Getting started with the CRM
Agent Elite Max - The Power of Instant Follow-Up And Automatic Lead Nurturing
Agent Elite Max - Performance and Activity Dashboard
Agent Elite Max - Maximizing Results by Mastering Your Lead List
Adding and importing leads
Max Basics - Manually Adding a Lead in the CRM
Max Basics - Import A CSV file
Max Basics - Restoring Deleted Leads
Max Basics - Leads Unsubscribing
Finding and editing leads
Max Basics - How To Filter Leads
Max Basics - Bulk Edit Leads
Max Basics - Batch Editing Leads in Max
Max Basics - Enhanced Lead Profile
Max Basics - Add Saved Searches to Leads
Email blasts and newsletters
Agent Elite Max - Easy and Effective Email Blasts and Newsletters
Agent Elite Max - Use a Newsletter Template from Your Design Studio
Max Basics - Create an Email Blast
Max Basics - Use the AI Components for Emails
Customizing emails
Max Basics - Enhanced Email Communication
Max Basics - Customized Emails
Campaigns and greetings
Max Basics - Automating Birthday And Transaction Anniversary Greetings
Max Basics - Edit Campaigns
Max Basics - Setting up Text Messaging Campaigns
Markets, communities and alerts
Max Basics - Creating Custom Market Reports
Max Basics - Use the Polygon Map Search Tool
Max Basics - Add A New Community
Max Basics - Email Listing Alert Activity
Max Basics - Create a New Email Alert
Max Basics - Delete or Deactivate an Email Alert