The Tech Assist Blog
NOTE: This article applies ONLY To: During this webinar, we reviewed the new engageRE Agent Portal (CRM3) that was released in mid-November. CRM3 has a dynamic new navigation system, responsive and tablet functionality, enhanced business resources, and a brand new Agent Dashboard offering greater insight into the potential value of your online business.
With CRM3, you have the capability to setup client registration rules that you feel are optimal for the experience on your website. In addition to the the “min/max” options of earlier versions of the Agent Portal, several mid-level options can be combined to produce exactly the right experience. The settings that control this feature can be found […]
This video walks through some of the new features of CRM3.
NOTE: This article applies ONLY To: Use The VIP Email Notification Features Of Your Mobile Phone Add email@example.com and firstname.lastname@example.org to your VIP List Setup Distinctive VIP Notifications Enter Email-to-SMS “Gateway” Address as the Email 2 address in LeadStreet/engageRE and WordPress. e.g. email@example.com May Be Best To Use Paid Gateway Service (e.g. TextMagic.com) […]
Leadstreet Help Documents Agent Photo: Add or Replace Download Now Manage a Team Account
NOTE: This article applies ONLY To: Reassign Clients from a Deleted Agent Download PDF Update Agents Photos in LeadStreet Create a Team in LeadStreet Manage a Team Account in LeadStreet
NOTE: This article applies ONLY To: The WordPress: Let’s Go webinar series introduces you to the most important topics for getting the most from your engageRE WordPress website. Whether you are Express or Premier, you will find useful information here.