Above is a video about adding relationships between contacts in the Agent Sauce Real Estate CRM. Login and select the “Contacts” item from the left navigation menu. Relationships can only be defined between two contacts. If one of the people is not a contact in the CRM then they must be added as a contact…
The Agent Sauce CRM has a few notification settings to help keep you on track. We have notifications for SMS/Text Leads, Toll Free Leads as well as daily and weekly action item, campaign, e-card and leads email summaries and details. To manage these: Login and go to your “Profile” page by clicking on your photo…
You can include links to your social channels and Call to Action (plus/pro accounts only) buttons in your monthly emails and emails that you create and send. Doing this may increase subscribers, likes or follows on your various social channels or generate new leads. To do this Login and go to your “Profile” page by…
