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  1. Elevate
  2. CRM
  3. Client Management

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
  • How to Create & Import .CSV Clients
  • How to Archive a Client
  • How to Add Other Agents, Assistants, or ISA's as Contributor in Elevate.
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