Updating Client Information and Add Notes or Activity Info
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10 Quick Tips

Need help editing or deleting Listing Alerts or other report, maybe you want to create a buyer tour, or just some other quick tasks check these videos out the answer may be here.

  • Updating Client Information and Add Notes or Activity Info

    02:37

    This video shows how to quickly verify client information, how to update it if needed. You can also see how easy it is to add notes, and log activities.

    Updating Client Information and Add Notes or Activity Info

    Chapters
    Transcript
    No chapters

  • Add a Task to Call and See How contact likes the NR

    01:17

    This video demonstrates the process of adding tasks to follow-up with a client on neighborhood reports you just added for them.

    Add a Task to Call and See How contact likes the NR

    Chapters
    Transcript
    No chapters

  • Edit or Delete a Neighborhood Report

    00:58

    In this video you will see how to Edit or Delete a Neighborhood Report from Contact Detail Page. We will also point out how you can review other info.

    Edit or Delete a Neighborhood Report

    Chapters
    Transcript
    No chapters

  • Update Affiliated Business Agreement in your Templates

    01:37

    Do you need to update your buyer and listing templates with the new affiliated business agreement? Then check this out.

    Update Affiliated Business Agreement in your Templates

  • Reinstate Delete Contacts

    10/03/2021 | 01:49

    Reinstate Delete Contacts

    Created 10/03/2021

  • Pre Marketing Listings

    05/03/2021 | 03:45

    Pre Marketing Listings

    Pre Marketing Listings

    Created 05/03/2021

  • Set-Up Automated Social Media Post

    02/03/2021 | 04:12

    Set-Up Automated Social Media Post

    Created 02/03/2021

  • Adding and Updating Tasks

    12/16/2020 | 03:24

    Adding and Updating Tasks

    Created 12/16/2020

  • Create a custom holiday campaign

    11/25/2020 | 06:44

    Create a custom holiday campaign

    Created 11/25/2020

  • ListHub Profile and Email Report

    01/12/2021 | 06:05

    ListHub Profile and Email Report

    Created 01/12/2021

  • Setting Clients up on Monthyly Newletters

    07/29/2020 | 02:08

    Quick easy ways to add your clients to the Monthly newsletter Campaign

    Setting Clients up on Monthyly Newletters

    Created 07/29/2020
  • Updating Client Information and Add Notes or Activity Info
    02:37
    Updating Client Information and Add Notes or Activity Info
    02:37 >

  • Add a Task to Call and See How contact likes the NR
    01:17
    Add a Task to Call and See How contact likes the NR
    01:17 >

  • Edit or Delete a Neighborhood Report
    00:58
    Edit or Delete a Neighborhood Report
    00:58 >

  • Update Affiliated Business Agreement in your Templates
    01:37
    Update Affiliated Business Agreement in your Templates
    01:37 >

  • Reinstate Delete Contacts
    10/03/2021 | 01:49
    Reinstate Delete Contacts
    01:49 >

  • Pre Marketing Listings
    05/03/2021 | 03:45
    Pre Marketing Listings
    03:45 >

  • Set-Up Automated Social Media Post
    02/03/2021 | 04:12
    Set-Up Automated Social Media Post
    04:12 >

  • Adding and Updating Tasks
    12/16/2020 | 03:24
    Adding and Updating Tasks
    03:24 >

  • Create a custom holiday campaign
    11/25/2020 | 06:44
    Create a custom holiday campaign
    06:44 >

  • ListHub Profile and Email Report
    01/12/2021 | 06:05
    ListHub Profile and Email Report
    06:05 >

  • Setting Clients up on Monthyly Newletters
    07/29/2020 | 02:08
    Setting Clients up on Monthyly Newletters
    02:08 >