Create CRM
Here is the path to follow to create a new contact:
Contacts > Create CRM
This page will open, the first section to fill in is your client's profile:
Second section, Share
Share contact :
Private: only you
public: everyone in the brokerage
Office staff: you and your office admins
Internal agents: you and your brokerage agents
Contributors
You can decide to share it with one or more collaborators of your brokerage by putting their name in the left column ;
Third Section, Mortgage:
Fourth section, Potential buyer:
If your customer is a potential buyer you can enter their information in this section:
Fifth section, Relationships:
You can associate your client with one of your contacts in case it is another contact who introduced him to you.
click on +add a link, this page will open and you will be able to associate your new client with another one:
Sixth section , Classifications
You can check off classifications for it:
Seventh section, address:
Eighth Section, Phones:
Ninth section , Emails:
Tenth section, History
shows you who created the contact and who last modified it:
Once you have entered all the desired information, click on '' save and close '' at the top of the page. Your new customer will now be part of your contact list.
Done!