Auto Email Preferences and Archive
This video shows you how to enable your automated newsletters to be displayed on your email archive site in the Agent Sauce Real Estate CRM and Marketing Automation platform. Learn more at: https://agentsauce.com
11 articles CRM
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…
Working Dashboard
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!
To-Do List
This video shows you how to add, edit and remove To-Do items. Have questions or comments? Leave them below!
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!
Manage CRM Notifications
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…
Real Estate CRM Social Marketing Overview
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…
Mobile CRM App
The mobile app is a great way to manage your CRM while on the go. It allows you to: Add To-Do items View Upcoming Emails View Sent Email Stats Manage Contacts Manage Action Items Manage Lists Manage Tags Manage Listings Scan a business card to add a contact This is just the start. Please let…
Real Estate CRM Agent Profile Overview
The video above provides a brief overview of the Agent Profile settings available to Agent Sauce CRM users. The steps are also outlined below. Click on “edit profile” in the dropdown by your email and photo in upper right corner Review the tabs and make sure that all of the information is complete and accurate:…