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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 ...

What is it ? Its settings 

What Are Lead Engagement Alerts? Lead Engagement Alerts help you stay informed about how your leads interact with your website, emails, and SMS communications. AgentRoof CRM provides comprehensive options to track lead engagement across your website, emails, a...

What Are Stages? Stages help organize leads based on their current position in the sales process. Examples of stages include Lead, Active Buyer, Active Seller, and other custom stages that match your workflow. Note: A lead can be assigned to only one stage at...

Sources help identify where your leads originate from, such as website inquiries, direct imports, Facebook campaigns, referrals, and other lead generation channels. Sources are automatically created when a lead is added with a source name that does not already...

What is Facebook Lead Ads Integration? Facebook Lead Ads Integration allows you to connect your Facebook Lead Center directly to AgentRoof CRM. Once connected, leads submitted through your Facebook Lead Ads are automatically captured and added to AgentRoof CRM...

What Are Email Templates? Email Templates allow you to create reusable email content that can be used throughout AgentRoof CRM. They help save time by allowing you to create predefined email messages that can be used in Action Plans, manual email communication...

What Are SMS Templates? SMS Templates allow you to create reusable text message content that can be used throughout AgentRoof CRM. They help save time by allowing you to create predefined SMS messages that can be used in Action Plans, manual SMS communication,...