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!
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…
Login to the Agent Sauce portal Click on the “Social Media” item in the lower left navigation menu. Select the “Quotes” tab. You can upload a background image or select a background color. Select a font color. Select the social services that you want the quotes to post to. Select the number of quotes per…
Creating and scheduling custom posts in Agent Sauce is easier than ever. Login to the Agent Sauce portal. Click on the “Social Media” item in the lower left navigation menu. Press the “Custom Post” button in the upper right of the page. A modal form pops up and you are able to upload an image,…
The video above is an overview of how to send a drip campaign to a contact in the Agent Sauce Real Estate CRM. In the Agent Sauce CRM drip campaigns are sent according to list membership. Meaning that a contact will only receive drip campaigns if they are a member of a specific list. To…
The Agent Sauce Real Estate Social Marketing platform integrataes with Facebook, Twitter, LinkedIn, Pinterest and YouTube to disseminate content that you create, news and rss feeds, as well as content from the Agent Sauce content library. The Agent Sauce content library allows you to choose from thousands of quotes and hundreds of wacky holidays as…
