CRM & Lead Management
14 articles
Buyer Profile Features Overview
Feed Leads to the Referral Marketplace
'Clients' Lead Stages Overview
Add a New Buyer to My Active Clients
Add a New Seller to My Active Clients
Integrate Your CRM with Clients
Activity Timeline, Notes, and Reminders
Port Existing Numbers to Radius
Smart Lists
Bulk Actions (Web)
How to Export a CSV File from Lofty
How to Export a CSV File from MoxiWorks/Active Pipe
How to Export a CSV File from Follow Up Boss
How to Export a CSV File from kvCore (BoldTrail)