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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.
Here are the different ways to sort and search for your contacts in your database.
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!