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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.
By using this filter type, you will see the text messages sent and received from your Wise Agent number.
To schedule multiple calls at once, follow the instructions below:
How to set up lead forwarding from Agent Locator to Wise Agent
AMS is a leading technology based direct response marketing, service company that sells to small and medium sized businesses in multiple niche markets. Pull your leads automatically from AMS Hotline into Wise Agent.
Learn how to send your BrokerSpot leads to Wise Agent.
Learn how to use the call history within your WAVV Power Dialer
Categories within your CRM will allow you to segment and search the audience that you are marketing to, and therefore increase your engagement.
How to set up lead forwarding to move your CINC contacts into your Wise Agent CRM
Here are the different ways to sort and search for your contacts in your database.
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.
Two ways to delete one or more Contacts from your Wise Agent account
Your Wise Agent account is filled with great marketing features to assist you with staying connected to your past, present, and future clients. The Wise Agent Email Feature will allow you to send bulk or single emails to your database.
Wise Agent's Lead Enhancement feature adds instant value to your internet leads and existing database by providing important details to your contact records.
How to find our example CSV file for imports
How to set up lead forwarding from Callingly to Wise Agent
Preparing for Google sync activation.
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!
When leads enter your Wise Agent account from an external source, they are automatically opted in if you have set up an automated "Lead Rule" to email them upon addition to your contacts!
Learn how to efficiently move your Outlook contacts into your Wise Agent account, centralizing your data and enhancing your contact management capabilities!
Step by Step instructions on connecting iHouseWeb with Wise Agent through email parsing.
Preparing for Google Contacts Sync (Other Contacts) - How to turn off auto-saving contacts in your Gmail account.
This article will help you prepare your database to sync your Google Contacts
How to connect your RE/MAX Leadstreet leads to Wise Agent