The My Active Clients tool allows you to streamline and enhance your real estate client management process, ensuring easy tracking of clients through various stages of the buying and/or selling process from initial contact to closing. There are 3 methods of adding clients into My Active Clients: You can enter details manually, you can create one automatically using the Offers and/or Listings tool, or you can sync your 3rd party CRM. This guide will walk you through the different methods of adding client cards to your My Active Clients tool.
Methods of Adding Client Cards to My Active Clients
Method 1 - Manually Enter Details
Log into your Radius Dashboard.
Click My Active Clients under the Transaction Management tab. You'll now be on your Active Client Status page.
Click the Add Client+ button in the upper right to open the New Lead box.
In the New Lead box, enter the following information.
Full Name
Email
Phone Number
Lead Type drop down, select either Buyer or Seller
For Seller Lead Type
Select the appropriate Lead Status
Click Add Listing+ to populate the Property Listing section.
Fill out the property information fields
Click Submit on the lower right hand side of the screen.
Note: If you do not yet know the details of the property to be listed, you can skip Add Listing+ and go straight to Submit (You will be able to add property details to the client card at any point).
For Buyer Lead Types
Select the appropriate Lead Status
Click Add Search+ to add the search criteria of your buyer.
Fill out the search criteria fields
Click Submit on the lower right hand side of the screen.
Note: If you do not yet know the search criteria of your buyer, you can skip Add Search+ and go straight to Submit (You will be able to add search criteria to the client card at any point).
After clicking Submit, your new client card will appear in the column of the lead status you chose with either a buyer or seller designation based on the lead type you chose when creating the client card.
Method 2 - Offers/Listings Tool
** Offers Tool - Example:
Once you've submitted an offer via our My Offers tool, a new client card will automatically be created.
In the My Offers tab, an offer on behalf of client Lindsey Shaw was submitted creating a new client card for Lindsey appearing under the Sending/Receiving Offers column on your Active Client Status page.
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Click into the new client card to View Offer. After clicking View Offer you'll see a pop-up that asks you to confirm that you want to view the offer. Click View Offer.
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You'll now be re-directed you to your My Offers tab and into the Cover Sheet of the offer you started for that client.
**Listings Tool - Example:
Once you've submitted a listing using our My Listings tool, a new client card will automatically be created.
Below, you'll see that in the My Listings tab, a listing for client Samantha Bennett was submitted. Once the listing was submitted, a new client card for Samantha appeared under the Sending/Receiving Offers column in My Active Clients.
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By clicking into the client card of a client that you've submitted a listing for, you'll have the option to View Listing. After clicking View Listing, you'll see a pop-up that asks you to confirm that you want to view the listing. Click View Listing.
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You'll now be re-directed to your My Listings tab and into the Cover Sheet of the listing you submitted for that client.
Method 3 - 3rd Party CRM Integration