8 articles tagged as “Import”:

• Agent Locator

  How to set up lead forwarding from Agent Locator to Wise Agent

  Published in:  Integrated Partners

• CINC

  How to set up lead forwarding to move your CINC contacts into your Wise Agent CRM

  Published in:  Integrated Partners

• Contact Management Features

  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.

  Published in:  Contact Management

• How To Add Your Office To The Houston Association of REALTORS® MLS (HAR) Integration

  If your office is not listed under the Houston Association of REALTORS® MLS (HAR) providers section on the Integrations page, please follow the instructions below to request MLS access.

  Published in:  Integrated MLS Providers

• How to Import Contacts From Outlook 365 to Wise Agent CRM

  Learn how to efficiently move your Outlook contacts into your Wise Agent account, centralizing your data and enhancing your contact management capabilities!

  Published in:  Getting Started

• Import: Example CSV File

  In this article, we’ll guide you step-by-step on how to locate our example CSV file, ensuring you have a solid foundation for your imports. By utilizing this example, you’ll streamline your data entry and enhance your overall efficiency. Dive in to discover how easy it is to get started!

  Published in:  Contact Management

• What is Cole Realty Resource

  Cole Realty Resource helps maximize your time by connecting you with qualified prospects. Instantly access the cell phone numbers and email addresses of prospects within a zip code, subdivision, or radius of a specific homeowner address. Target the right contacts to build your social, direct, and email marketing database. With Cole Realty Resource, you can find homeowners ready to sell based on custom search criteria such as length of residence, home value, and more.

  Published in:  Integrated Partners

• What is Success Website

  Success Website offers a variety of services for Real Estate professionals including a personalized branded website, an unbranded website, a CRM database, lead generation and listing solutions. Wise Agent has partnered with Success Website to allow you to seamlessly forward leads from your Success Website solution to Wise Agent CRM.

  Published in:  Integrated Partners