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If you are ever needing to print your vendor list for your records here is how you can.
If you are ever needing to print your vendor list for your records here is how you can.
If you would like to send your Vendors mail here are the steps you can use to create labels and envelopes.
For those who “sign up” for Wise Agent, you can enter a personalized API key into the RC. The API key is provided by the Wise Agent platform to their users. Doing so will allow new & updated leads/contacts to flow to the Wise Agent platform. In other words, when a new contact is created or updated in the RC, it will create a contact in the Wise Agent system. If the contact already exists in the Wise Agent system, it will update the “date last contacted” field. Also, the source of all leads will be EXIT Corp.
Did you know that Wise Agent offers a Top Producer Import Tool to easily add your contacts and properties to your CRM? One of the first things you will want to do when getting started with Wise Agent is import your contact database and we want you to have the smoothest setup possible! Follow the steps below to get started.
Exporting out of Wise Agent to a CSV file
How to export Wise Agent contacts to a .csv file
One of the first things you will want to do when getting started with Wise Agent is import your contact database. We want you to have the smoothest setup possible, so it’s important that it gets done correctly the first time. Follow the steps below to export and import the contacts from your iPhone to your Wise Agent CRM!
You have the option to sync your Google Contacts to Wise Agent. This is a two-way sync, so all your Wise Agent contacts will be added to Google as well. If you do not want the two-way sync, export your Google Contacts and import them to Wise Agent. You may follow the steps below.
How to export your contacts from Market Leader for import into Wise Agent
The process for selecting and exporting contacts from Outlook and how to prepare them for an Import into Wise Agent.
https://www.RentBoard.ca/manager/
Two ways to delete one or more Contacts from your Wise Agent account
How to find our example CSV file for imports
Learn how to purchase additional WiseText credits with ease! This guide covers the steps to buy additional texting credits, as well as important details such as credit usage, daily message limits, and rollover policies for unused credits. Follow the steps below to get started!
Did you know you can assign your leads a status? With our lead statuses, you have many options to choose from to help you organize the leads in your Wise Agent account.
Categories within your CRM will allow you to segment and search the audience that you are marketing to, and therefore increase your engagement. Follow the steps below to mass-move your contacts into a created category within your Wise Agent CRM!
You can run a search for all duplicate contacts by name and/or email, and then manually merge them. To search for duplicates:
You can upload your own contracts and forms under the specific client with a few easy steps!
Categories within your CRM will allow you to segment and search the audience that you are marketing to, and therefore increase your engagement.
The Google Contact sync is a two-way sync from Google to your Wise Agent account. This integration allows you to synchronize your contacts with your phone and mirrors them in all three places with no additional fees. You won't have to wait until you get back to the office to add a new prospect. Now, you can do it all from your phone.
Once you have selected a Contact from your Contact list, you may have noticed the "Rank" at the top of their contact summary page. Here, you can find various examples on how to use ranking
Never lose track of a vendor again. With your vendor list, you can store all of the vendors that you have worked with in the past so you can quickly access them for future projects or refer them out to clients!
Wise Agent's Contact Management Features help you keep track of the data on your leads and clients. Go paperless and store all the digital records you need to know about your contacts. It is more convenient and organized, saving you time from looking for important information from one place to another. Apart from its standard features, we added more functionalities relevant to real estate. Below are the features you will find under the Contacts dropdown on your Wise Agent CRM.
Here are the different ways to sort and search for your contacts in your database.
Manually adding contacts to your Wise Agent database
Within your Wise Agent account, you are able to add desired Property Search Criteria for your clients!
Wise Agent has a referral tree built into each clients' record. The Referral Tree is there to help you keep track of where your clients are coming from. You will be able to keep track of who referred you client to you and who, if any, your clients have referred to you. This will help you to keep track of who is helping you grow your business.
Keeping all your interactions with a contact summarized in one place is crucial for effective real estate contact management. Wise Agent centralizes all relevant client activity in the Activity Tracker on their contact summary page. Follow the steps below to add notes in bulk to your selected contacts, ensuring their information and updates are always current!
Despite declining volume, direct mail remains a powerhouse in marketing, boasting a 90% open rate compared to emails' 20-30%. With 21% less cognitive effort to process, direct mail yields a response rate nearly nine times higher than email, leading to recipients spending 28% more. From within your Wise Agent CRM, generating mailing labels becomes seamless, allowing you to effortlessly tap into the benefits of direct mail marketing!
How to edit a contact in Wise Agent
How to merge your contacts to another category
How to assign multiple contacts to your inside team member
You can search for contacts that do not have a complete addresses through the Advanced Search section on the Contact List page. Here's how:
You can easily sort your contact notes by adding them to a note category.
Here is a list of acceptable column header fields to use in your CSV file.
Please follow the instructions below on how to search for duplicates:
This feature meticulously records and organizes every interaction, from calls and emails to property viewings and client meetings, providing a comprehensive overview of each client's journey.
The Email type option will show you all of the email activity, including the email reports. You will be able to alsosee if your contact open your email right from this page.
This filter option will let you see your call recordings from WAVV dialer and Productive Call.
By using this filter type, you will see the text messages sent and received from your Wise Agent number.
The Checklist option displays all checklist activity in the CRM.
How to add a new source and add contacts to a source:
This article will walk you through using the LionDesk import tool to import contacts and notes from LionDesk to Wise Agent.
This activity type will display all the completed tasks for a particular client.
This activity type will display all the emails from your drip campaign that were sent to a specific client. Additionally, you will be able to view the first and last marketing emails they have received.
This activity type will display all the appointments added, deleted or completed.
With Wise Agent’s lead management features, it’s incredibly easy to set up your lead management system in exactly the ways that work for you. For instance, when someone is added to your CRM automatically via capture form, or other lead sources, you can instantly follow up via email and text based on the source of the lead. This allows you to tailor your lead automation software to the specifications that work for you, which will help you foster the most leads and close the most deals.
Did you know that 90% of direct mail is opened, while only 20-30% of emails are opened? It also requires 21% less cognitive effort to process than email. Unveil the Future of Addressing and Labeling with Wise Agents! In this captivating feature, we dive into print solutions for labels, envelopes, and return labels. Marketing to your database via “snail mail” is quick and easy!
Did you know that you can use @mentions to notify your inside and outside team members about specific notes, similar to mentioning someone on Facebook or Instagram? Follow the steps below to get started!
Contact management is the lifeline of your business which is why you need to have easy access to all of your clients and their information. Wise Agent designed the contact summary page to keep all of the information about your clients and leads in one place. The contact summary page has more functionality than any other feature in Wise Agent, so let’s break down exactly what you can do here!
Wise Agent's Shark Tank lead distribution method allows your team members to compete for unclaimed leads in real-time. When the Shark Tank method is enabled, incoming leads will be available to all selected agents simultaneously. The first agent to claim the lead gets the opportunity to work on it, encouraging quick action and ensuring the most engaged team members are handling incoming leads. In this guide, we’ll show you how to enable Shark Tank to manage your leads efficiently, so no opportunity goes unnoticed! 🦈📈