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…
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…
As part of the Agent Sauce Real Estate Marketing Platform we send out a monthly newsletter automatically on your behalf. Watch the video above or follow the instructions below to learn how to turn this feature on and off. Login and go to your “Profile” page by clicking on your photo in the upper right…
Changing or adding credit card information in our system is an easy process. Start by clicking on your photo in the upper right corner of any page once you are logged in to the portal. Click on the “Edit Billing Info” item from the drop down list. This takes you to a page that provides…
If you don’t know your password: Visit https://agentsauce.com/portal/login.php Click on the “Forgot your password” link just above the password text box. Enter your username (email address tied to your account) and press the “Recover” button. You will receive an email with your new password in it. We recommend that you login and change the password…
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:…
