CRM & Lead Management
14 articles
Buyer Profile Features Overview
Feed Leads to the Referral Marketplace
'My Active Clients' Lead Stages Overview
Add a New Buyer to My Active Clients
Add a New Seller to My Active Clients
Integrate Your CRM with My Active 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)