Recently Updated Pages
How to Search A lead?
The lead search feature allows you to quickly locate leads in AgentRoof CRM using a lead's name, ...
CRM Calendar - Manage Tasks & Appointments from the Calendar
What Is the Calendar? The Calendar provides a centralized view of all scheduled tasks and appoint...
What is an Appointment? How Manage Appointments in the CRM?
What Is an Appointment? Appointments are used to schedule meetings, events, and other planned act...
What is a Task? How to Manage Tasks in the CRM?
What Is a Task? Tasks are used to schedule reminders for activities that need to be completed by ...
What is Inbox? How to Manage Emails & SMS from the Inbox?
What Is Inbox? The Inbox provides a centralized location for managing all email and SMS communica...
How to Send Bulk Emails?
What Is Bulk Email? The Bulk Email feature allows you to send a single email to multiple leads at...
How to Send the Emails?
What Is the Send Email Feature? The Send Email feature allows you to send emails directly to lead...
SMS Credits
What Are SMS Credits? SMS Credits determine the number of text messages that can be sent from you...
Action Plan Sharing
What Is an Action Plan? An Action Plan is an automated workflow that performs predefined actions ...
Lead Sharing
What Is a Brokerage? A brokerage account allows brokers to manage realtors and distribute leads a...
My Realtors
What Is a Brokerage? A Brokerage account allows brokers to manage and collaborate with realtors w...
Email Templates
What Are Email Templates? Email Templates allow you to create reusable email content that can be ...
Realestate News
What Are Real Estate Newsletters? Real Estate Newsletters help keep your leads informed with regu...
Price Drop Alert
What is Price Drop Alert? The Price Drop Alert feature allows you to send listing alerts to your ...
Neighborhood Alert
What is a Neighbourhood Alert? The Neighbourhood Alert feature allows you to send sold listing al...
Market Updates
What Are Market Updates? Market Updates help keep your leads informed about current real estate m...
Open House Alert
What Is an Open House Alert? An Open House is a scheduled event where a property is made availabl...
New Lisiting Alerts
What is a New Listing Alert? The New Listing Alert feature allows you to automatically notify lea...
My Brokerage
What is My Brokerage? My Brokerage allows realtors to review and manage brokerage invitations sen...
Email Credits
What Are Email Credits? Email Credits determine the number of emails that can be sent from your A...