Contacts/Leads - Adding a New Contact to your CRM
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03 Contacts / Leads

Under the Contacts / Leads you will learn about your crm. How to track your drip campaigns and more
  • Contacts/Leads - Adding a New Contact to your CRM

    06/21/2024 | 05:50

    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.

    Contacts/Leads - Adding a New Contact to your CRM

    Created: 06/21/2024
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  • Bounced and Unsubscribed emails in the VAC

    10/02/2024 | 05:10

    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?

    Bounced and Unsubscribed emails in the VAC

    Created: 10/02/2024
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  • Groups - Add Groups & Add Contacts to a group

    06/21/2024 | 03:52

    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.

    Groups - Add Groups & Add Contacts to a group

    Created: 06/21/2024
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  • Email - send, view and edit emails

    12/24/2024 | 03:46

    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.

    Email - send, view and edit emails

    Created: 12/24/2024
  • Sent Marketing Emails

    12/24/2024 | 03:34

    Sent Marketing Emails

    Created: 12/24/2024
  • Contacts Import/Export

    08/04/2024 | 05:29

    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.

    Contacts Import/Export

    Created: 08/04/2024
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  • Tips to call and stay in touch with contacts

    12/23/2024 | 02:43

    Tips to call and stay in touch with contacts

    Created: 12/23/2024
  • Adding Tasks, Activities and Notes

    12/23/2024 | 05:37

    Adding Tasks, Activities and Notes

    Created: 12/23/2024
  • Schedule Appointments & Track Property Showings

    07/17/2024 | 04:11

    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.

    Schedule Appointments & Track Property Showings

    Created: 07/17/2024
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  • Using the Daily Activity Report, adding tasks and activities

    09/17/2024 | 04:11

    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.

    Using the Daily Activity Report, adding tasks and activities

    Created: 09/17/2024
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  • Adding Contacts to a Campaign

    12/21/2024 | 03:29

    Adding Contacts to a Campaign

    Created: 12/21/2024
  • Print Mailing Labels

    12/21/2024 | 03:15

    Print Mailing Labels

    Created: 12/21/2024
  • Contacts/Leads - Adding a New Contact to your CRM
    06/21/2024 | 05:50
    Contacts/Leads - Adding a New Contact to your CRM
    05:50 >

  • Bounced and Unsubscribed emails in the VAC
    10/02/2024 | 05:10
    Bounced and Unsubscribed emails in the VAC
    05:10 >

  • Groups - Add Groups & Add Contacts to a group
    06/21/2024 | 03:52
    Groups - Add Groups & Add Contacts to a group
    03:52 >

  • Email - send, view and edit emails
    12/24/2024 | 03:46
    Email - send, view and edit emails
    03:46 >

  • Sent Marketing Emails
    12/24/2024 | 03:34
    Sent Marketing Emails
    03:34 >

  • Contacts Import/Export
    08/04/2024 | 05:29
    Contacts Import/Export
    05:29 >

  • Tips to call and stay in touch with contacts
    12/23/2024 | 02:43
    Tips to call and stay in touch with contacts
    02:43 >

  • Adding Tasks, Activities and Notes
    12/23/2024 | 05:37
    Adding Tasks, Activities and Notes
    05:37 >

  • Schedule Appointments & Track Property Showings
    07/17/2024 | 04:11
    Schedule Appointments & Track Property Showings
    04:11 >

  • Using the Daily Activity Report, adding tasks and activities
    09/17/2024 | 04:11
    Using the Daily Activity Report, adding tasks and activities
    04:11 >

  • Adding Contacts to a Campaign
    12/21/2024 | 03:29
    Adding Contacts to a Campaign
    03:29 >

  • Print Mailing Labels
    12/21/2024 | 03:15
    Print Mailing Labels
    03:15 >