In this video we show you how to add custom fields for collecting data on your contacts. After watching this video you will be able to: Add a custom field Set the custom field type Add list items for a custom field Edit custom field settings Delete a custom field You can access Custom Fields…
In this video we show how to edit and delete tags using the Tag Manager in the Agent Sauce Real Estate CRM. After watching this video you will be able to” Add New Tags Edit Existing Tags Delete Existing Tags You can access the Tag Manager by clicking on the person icon in the upper…
The video above shows you how to get the most out of the Agent Sauce Working Dashboard. It covers: Adding Action Items Updating and Deleting Action Items Snoozing Action Items Adding Calendar Items Adding To-Do Items View Emails scheduled for the Day Print a Daily Agenda Have questions or comments? Leave them below!
This video shows you how to add, edit and remove To-Do items. Have questions or comments? Leave them below!
This video explains how to use action plans in the Agent Sauce Real Estate CRM. After watching this video you will be able to: Edit Existing Action Plans Add New Action Plans Assign Contacts to Action Plans Have questions or comments? Leave them below!
