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Categories within your CRM will allow you to segment and search the audience that you are marketing to, and therefore increase your engagement.
You can easily sort your contact notes by adding them to a note category.
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!
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!
Learn how to access and manage your Contact List in Wise Agent. This article covers sorting, filtering, and customizing your view to organize contacts efficiently. Plus, discover how to save frequently used filters for quick access.