AgentLocator CRM System – A Complete Course for Beginners
How to access invoices
How to update/adjust your pipeline settings
How to add custom fields
How to generate HomeLocator app link to generate leads
How to Manage Lead Creation From Incoming Calls / Texts
How to Automatically Assign Leads for Agents That Advertise the Team Website / Listings
Lead Details Screen
Understanding the Leads Profile Screen
Updating Leads Contact Info
How to Edit Your Leads Contact Information
How to Re-Send the Account Activation Email
How to Send Emails & Listings to 2 or More Email Addresses
How to Adjust the Email and/or Phone Validity
What to Do With Bad Numbers
How to Log a Call with a Lead
How to Compose an Email
How to Apply and/or Remove Tags
How to Add and/or Remove Tasks
How to Set Auto Birthday/Purchase Anniversary Emails
How to Chage the Source of a Lead
How to Set and Use the Lead Rating
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How to add custom fields
AgentLocator CRM System – A Complete Course for Beginners
How to add custom fields
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