Bulk Contact Editor
In this video we show you how to edit multiple contacts at once. This powerful tool allows you to easily manage contacts, lists and other settings. Leave any questions or comments below.
11 articles Contacts
Inbox Scanner Bulk Import
In this video we show you how to import multiple contacts using the inbox scanner. Check the box next to each desired contact. Press the “Import Selected” button to the right. Add any tags that you want assigned to these contacts. Check the box next any List you want these contacts to be in. Press…
Custom Fields
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…
Tag Manager
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…
Action Plans
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!
Contact Relationships
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…
Add a GMAIL account to the Inbox Scanner
We have recently made some changes to the way that you add a GMAIL account to the Inbox Scanner. Login and go to your “Profile” page by clicking on your photo in the upper right corner. Select “Edit Profile” from the drop down list. This should place you on the “Profile” page. Select the “Inbox…
Inbox Scanner
The inbox scanner is a tool that allows an agent to import the email address, first name, and last name of people that have emailed them. Watch the video above to learn more or follow the instructions below. To set it up: Login and go to your “Profile” page by clicking on your photo in…
Adding Contacts
One-By-One To add a single contact (or one-by-one) click on the “Contacts” link in the left navigation bar. This will take you to the “Contact Manager” page. There are green buttons on the right side of the screen. Click on the “Add New Contact” button. You are now on the contact add page. Fill in…
Contact Tagging
Above is a video that explains how to tag a contact in the Agent Sauce Real Estate CRM system. Tags are a powerful way to categorize contacts into different groups based on specific criteria that you set. Tags can be used to send emails to groups of people, add action items, and identify potential leads.…