On this live training call, we discussed…
- How to Create Custom Record Statuses.
- How to access the system activity log.
- How to access the activity log for property records and contacts in the system.
- How to Undo or revert a change to a record.
We also opened the call up for Q&As and answered questions about…
- When should you delete records from the system.
- How to reset your API key for security reasons.
- Where to find offer requests.
- How to process data from Agent Pro 24/7 and import it into the system.
How To Search For, Or Filter/ Group Records
You can locate property records by using the 'Search By' option located at the top ...read more
How To Merge Property Records
In rare cases where the owner request and offer from your buying website and does ...read more
How To Customize The P.S. Line In The Neutral Letter Template
The built-in Neutral Letter template has a P.S. line that states how you can be ...read more