CRM


Topic Replies Views Activity
Action plan notification and date changes
CRM
5 159 July 5, 2022
New CRM Feature "Agents" - Need feedback from team leaders, brokers and admins
REW CRM
11 289 July 8, 2022
New enhanced filtering & query engine!
CRM
rew-crm ,  crm
0 556 July 5, 2022
Leveraging the Adoption Engine To Teach Your Agents Accountability
CRM
0 111 July 5, 2022
Updated Auto Generated Saved Searches! (you should turn them on)
CRM
0 115 July 5, 2022
Auto assigning action plans based on forms
CRM
rew-crm ,  crm
0 522 July 5, 2022
Agent Adoption - Reporting
CRM
5 285 July 5, 2022
Let's talk about smartlists - Taking a page out of REW's playbook
REW CRM
rew-crm ,  crm
11 1326 June 14, 2022
Loading Signature
CRM
3 170 June 10, 2022
New Leads Protocol (REW CRM)
CRM
5 443 June 10, 2022
Agents Create Their Own Action Plans
CRM
8 516 May 26, 2022
Multiple addresses?
CRM
5 192 April 14, 2022
Lender emails from within the CRM
CRM
4 231 January 18, 2022
Notifying agent
CRM
4 313 April 6, 2022
Newsletter Integration
CRM
6 249 April 4, 2022
Saved Search Settings?
CRM
6 217 March 3, 2022
Multiple Referring Select For Advanced Criteria
REW CRM
5 332 January 27, 2022
Templates and form letter Creation
CRM
1 413 January 5, 2022
I just need more CRM features
CRM
0 315 September 9, 2021
Redesigning content management system. Your feedback is welcome
CRM
3 331 November 12, 2021
Action Plans - Emails
CRM
0 214 November 1, 2021
Having trouble inserting listings to emails
CRM
6 311 October 27, 2021
Advice on Action Plans vs Campaigns
CRM
4 284 October 27, 2021
Best Way of Learning the CRM
CRM
1 241 October 21, 2021
Will leads get repeat emails if I change the days of an individual email in a campaign
CRM
1 164 October 4, 2021
Link to PDF in email campaign
CRM
2 194 October 4, 2021
Call notes in lead file
CRM
1 176 September 23, 2021
Importing Contacts to CRM
CRM
6 399 September 15, 2021
New Merge Codes For Campaigns in REW CRM!
REW CRM
0 284 August 11, 2021
Assume an agent in REW CRM
REW CRM
0 244 August 11, 2021