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.
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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…
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…
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.…
Real Estate CRM and Contact Manager
This is a quick informational video that outlines the features and data collection capabilities of the Agent Sauce Real Estate CRM. Some of the data fields that can be collected are: Gender Birthday Relationships Contact Grade Contact Source Interest Tagging Notes Action Items Lead Status Tracking Closing Information