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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.
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. Wise Agent offers several different methods to add your contacts and leads to your database. Here is the recommended order in which you should add your contacts:
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.
Exporting out of Wise Agent to a CSV file
How to export Wise Agent contacts to a .csv file
How to export your contacts from Market Leader for import into Wise Agent
https://www.RentBoard.ca/manager/
This allows you to instantly collect leads from your Facebook business account and automatically send them to your database.
Two ways to delete one or more Contacts from your Wise Agent account
How to find our example CSV file for imports
How to purchase additional WiseSMS Credits
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.
How to add contacts to categories in bulk
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
You can now export and import vendor contacts with just a few clicks!
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.
Please follow the steps below to attach a note to multiple clients at one time
How to create Mailing labels in Wise Agent
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.
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!