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Realestate News
What Are Real Estate Newsletters? Real Estate Newsletters help keep your leads informed with regu...
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...
CRM Calendar - Manage Tasks & Appointments from the Calendar
What Is the Calendar? The Calendar provides a centralized view of all scheduled tasks and appoint...
My Realtors
What Is a Brokerage? A Brokerage account allows brokers to manage and collaborate with realtors w...
SMS templates
What Are SMS Templates? SMS Templates allow you to create reusable text message content that can ...
How to Delete a lead in AgentRoof CRM?
What Happens When a Lead Is Deleted? Deleting a lead removes the lead from the active CRM records...
How to Customize CRM Page Columns
The CRM page displays a set of default columns to help you view and manage lead information. You ...
How to assign Tags to Leads?
Tags help organize leads based on shared characteristics and make it easier to perform bulk actio...
How to assign Stages to a Lead?
Stages help organize leads based on their current position in the sales process, making it easier...
How to merge two leads in AgentRoof CRM?
Lead merging allows you to consolidate duplicate or similar lead records into a single lead profi...
Action Plan
What Is an Action Plan? An Action Plan is an automated workflow that performs predefined actions ...
Email Templates
What Are Email Templates? Email Templates allow you to create reusable email content that can be ...
How to Export the Leads?
Exporting leads allows you to download lead information from AgentRoof CRM into a CSV file for re...
How to select lead?
Selecting leads allows you to perform actions on one or more leads at the same time. Once selecte...
How to Search A lead?
The lead search feature allows you to quickly locate leads in AgentRoof CRM using a lead's name, ...
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Managing Signatures in AgentRoof CRM
What Are Signatures? Email signatures are predefined blocks of content that are automatically add...