btPRO Contacts
Access help articles to learn about the btPRO CRM tools and functionality.
30 articles
- Overview of a Lead ProfileLearn how to navigate a lead profile to review property interests, conversation history, and interact with your contacts via btPRO.
- Overview of Lead TypesReview the different lead types and how to use them in btPRO to categorize potential deals.
- Overview of Lead StatusesLearn about lead statuses and best practices for using them.
- Overview of Lead SourcesLearn about lead sources in btPRO and how to use them effectively to drive your business.
- Infographic: Understanding Lead SourcesVisualize how lead sources work by reviewing this infographic.
- How to Manually Add New ContactsLearn how to manually add contacts.
- How to Remove a LeadLearn how to delete or archive leads from your btPRO Contacts.
- How to Export Your ContactsLearn how to export your lead data from the Smart CRM.
- How to Share a Lead With Another AgentLearn how to share a contact with another Agent in your office or team via the Smart CRM.
- How to Transfer Lead AssignmentLearn how to transfer a lead to another Agent within your btPRO account.
- Contacts Lead FiltersLearn how to utilize filters in your Contacts.
- Overview of HashtagsLearn about what hashtags are and how they can help organize and automate your book of business.
- How to Create and Apply HashtagsLearn how to create and add hashtags to your leads.
- Contact Bulk ActionsLearn about the More Actions dropdown menu in Contacts & what bulk actions can be taken.
- Lead Address Labels for PrintLearn about how to export lead addresses for print labels from the Smart CRM.
- How to Create a Lead TaskLearn how to create a task to keep yourself accountable and on track with lead follow up and engagement.
- Where to Review and Complete TasksLearn how to review and mark your assigned tasks complete within btPRO.
- How to Edit and Delete Tasks
- How to Merge Lead ProfilesLearn how to combine duplicate lead records into a single profile in the Smart CRM.
- Overview of Lead Data ValidationLearn how lead data can be automatically validated within btPRO.
- Overview of Lead OwnershipLearn about lead ownership and how it impacts Smart CRM management.
- Overview of Lead DuplicationLearn about Lead Duplication logic and functionality.
- Overview of Lead RatingsLearn how btPRO rates new leads.
- How to Add a File to a Lead ProfileLearn how to add files to your leads in the Smart CRM.
- How to Email a Lead from btPROLearn how to send an email to your leads from btPRO.
- Overview of the Basic Email EditorLearn about the various email editing options within the Basic Email Editor.
- Overview of the Advanced Email EditorLearn how to use the Advanced Email Editor to design professional emails in btPRO.
- How to Mass Email & Text LeadsLearn how to send mass emails and texts to your leads from btPRO.
- Overview of Pond AccountsLearn how pond account work within btPRO and related best practices.
- [btPRO] Contact Record OverviewLearn how to navigate contact records in your Smart CRM and use it to store your conversations, notes, and more!