Your CRM isn’t just for Properties, it’s your hub for managing all your key relationships. Whether it's buyers, sellers, agents, or contractors, this video will show you how to easily create and manage contacts within your account.
Here’s what you’ll learn:
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How to Add Contacts to your account, step by step
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The difference between List View and Detail View
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How to Filter and Search for any contact quickly
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Understanding the differences between Buyers, Sellers, and Other Contacts
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How to use the Preferences Tab to capture important Buyer contact insights
Start building your network and keep all your contacts organized in one powerful place.
Josh Tobias
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