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Tags help organize leads and make it easier to perform bulk actions on groups of leads. What Are Tags? A tag is used to group leads based on a common category or characteristic. Tags can be used to filter leads and perform bulk operations. A lead can have mu...

Tag merging logic and constrains 

What Are Signatures? Email signatures are predefined blocks of content that are automatically added to the end of emails sent from AgentRoof CRM. A signature can contain text, images, contact information, social media links, company branding, and other profess...

Will do later 

What is Billing Portal? The Billing Portal page will display your billing information, payment methods, invoices, and subscription-related details. How to Access the Billing Portal Navigate to Settings > Billing Portal from the left-hand menu. A new window...

AgentRoof Support can be contacted through multiple channels depending on your preference and the type of assistance required. Contacting Support by Phone, WhatsApp, or Email You can contact AgentRoof Support directly using: Phone WhatsApp Email These ...

Tags help organize leads based on shared characteristics and make it easier to perform bulk actions, automate communications, and manage lead groups within AgentRoof CRM. Method 1: Assign Tags from the Leads Listing Page Steps Navigate to the CRM page. Select...

What is a New Listing Alert? The New Listing Alert feature allows you to automatically notify leads about newly listed properties that match their preferences. Alerts can be configured using various property criteria, including location, property details, pric...

What is a Neighbourhood Alert? The Neighbourhood Alert feature allows you to send sold listing alerts to your leads based on specific criteria such as City, Property Type, Price Range, Bedrooms, Bathrooms, and more. You can configure the alert frequency and as...

What Is an Open House Alert? An Open House is a scheduled event where a property is made available for prospective buyers or tenants to visit and view in person. The Open House Alert feature allows you to automatically notify leads about upcoming open houses t...

What is Price Drop Alert? The Price Drop Alert feature allows you to send listing alerts to your leads based on specific criteria such as City, Property Type, Price Range, Percentage of Price Drop, Bedrooms, Bathrooms, and more. You can configure the alert fre...

What Are Market Updates? Market Updates help keep your leads informed about current real estate market trends and activity in their area. These updates are automatically sent to assigned leads and provide valuable market information, helping agents stay connec...

What Are Real Estate Newsletters? Real Estate Newsletters help keep your leads informed with regular real estate content and updates. These newsletters are automatically sent to assigned leads based on a predefined schedule and help agents stay connected with ...

What Is an Action Plan? An Action Plan is an automated workflow that performs predefined actions for assigned leads over a specified period of time. Action Plans help automate follow-up activities such as: Sending emails Sending SMS messages Adding tags ...