Contacts/Leads - Adding a New Contact to your CRM

This video provides a step-by-step guide on how to add a new contact in a CRM system, including filling out different sections such as title, name, group, campaign, rating, email, phone numbers, addresses, and additional notes.

Bounced and Unsubscribed emails in the VAC

Check out how to review bounced emails and steps you can take. Also what happens if a client unsubscribes to an email. Did you know they have options and may not unsubscribe to all emails?

Groups - Add Groups & Add Contacts to a group

This video provides a tutorial on how to group contacts in a CRM for better organization and management. It covers the steps to create groups, as well as how to assign contacts to a group or multiple groups.

Email - send, view and edit emails

This video reviews the different ways of emailing contacts. It also reviews the difference of using the following fields: To, cc and bcc. It covers the importance of not using the To or cc field when emailing a group of people.

Sent Marketing Emails

Contacts Import/Export

This video provides a step-by-step guide on how to import contacts into the VAC using a CSV file. It outlines the process of selecting the file, mapping the fields, handling duplicates, and importing the contacts into a group.

Tips to call and stay in touch with contacts

Adding Tasks, Activities and Notes

Schedule Appointments & Track Property Showings

See how easy it is to schedule and track property showings for clients. After the showings you can go back and add notes to remind you what clients liked and maybe didnt like.

Using the Daily Activity Report, adding tasks and activities

This video explains how to review the daily activity report, enable the daily activity report in your profile, and use the virtual agent center to manage tasks and stay in touch with clients.

Adding Contacts to a Campaign

Print Mailing Labels