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Discover how the Goal Tracker feature can revolutionize the way you set, track, and achieve your business objectives. Whether you're aiming to increase listings, close more deals, or enhance client relationships, Wise Agent's Goal Tracker empowers you with the insights and tools needed to turn your aspirations into reality.
Running a successful Real Estate Business hinges on tracking sales commissions effectively. Wise Agent offers a comprehensive solution, storing and presenting crucial data for informed decision-making. With its integrated CRM commission reports feature, you can effortlessly monitor closed, pending, and even fallen-through commissions, ensuring transparency and accountability within your team.
To schedule multiple calls at once, follow the instructions below:
How to Drag and Drop Sections on your Home Page
Editing colors on Wise Agent Calendar
How to schedule an event on your Wise Agent Calendar
Your Welcome Dashboard has all the essential tools to help you stay on top of everything, saving you time from looking from one page to another. After logging in, you will find the important things you may need to check or know about each day in one place, whether it be your sales, calendar events, transaction checklists, tasks, leads, scheduled calls, and important dates. You also have the option to rearrange the tools on your homepage, depending on your preferences.
Your calendar can also be found on your Dashboard. Aside from its basic functions, there are more functionalities that you will find useful, which will help you avoid missing any appointments.
The call list feature helps you stay in touch with your contacts more easily. It lets you schedule your calls, add notes while calling, and see the completed calls, past due calls, and future calls on your Wise Agent CRM.
How to set up your Sync with Microsoft Outlook to Google
The Wise Agent's Task List offers powerful features to help you manage your tasks efficiently. By combining essential to-do list functions like setting due dates and assigning tasks with advanced options such as email and text reminders, the Task List ensures you stay organized and manage everything in one central location, guaranteeing timely completion of all responsibilities.
The Wise Agent's Task List offers powerful features to help you manage your tasks efficiently. By combining essential to-do list functions like setting due dates and assigning tasks with advanced options such as email and text reminders, the Task List ensures you stay organized and manage everything in one central location, guaranteeing timely completion of all responsibilities.
Reports play an essential role in any business environment, especially in the real estate industry. Leveraging reports within your CRM is crucial to the success of your business over time. Luckily, Wise Agent makes it simple to generate and view reports in your account with just a few clicks.