CRM

Your Client Experience

• Morning Reports for Your Clients
• Your Client Experience and Related Notifications

Understanding Your CRM Dashboard

• An Introduction to your CRM Dashboard

Resources

• Terms of Service, Pricing and Refund Policy
• How to Reach Our Billing Department

MLS Search

• How to Search by Map
• Send Property Emails & Saving Search Criteria for your Clients

Helpful Tips

• Creating a Virtual Open House
• Does Elevate Support Co-Listings?
• How to Ensure all System Emails are Delivered to You
• New Elevate Design FAQs
• What is a Lead vs a Contact?
• There are missing photos, is there a problem?

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CRM Tools

• Competing Listing Updates
• Elevate Bulk Inventory Emails
• Establishing Morning Reports and Instant Alerts
• How to Update Your Clients Saved Search
• How to Create and Manage CMA's
• How to Create and Manage Automations

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Client Management

• Client Navigation
• How to use Bulk Actions to Manage Clients
• How to Send Moving Offers from MooveGuru
• How to Invite a Client to Your Website
• How To Export Client Data
• How to Edit a Client

See all 9 articles