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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,...

Stages help organize leads based on their current position in the sales process, making it easier to track progress and manage lead pipelines within AgentRoof CRM. Method 1: Assign Stages from the Leads Listing Page Steps Navigate to the CRM page. Select the ...

Lead merging allows you to consolidate duplicate or similar lead records into a single lead profile. This is useful when multiple lead records contain overlapping information and you want to maintain a cleaner and more organized CRM database. Steps Navigate ...

What Is a Brokerage? A Brokerage account allows brokers to manage and collaborate with realtors within AgentRoof CRM. Brokerages can manage their own leads, assign leads to realtors, and control how new leads are distributed among realtors. The My Realtors sec...

What is My Brokerage? My Brokerage allows realtors to review and manage brokerage invitations sent to their account. Through the My Brokerage page, realtors can: Review brokerage invitations View brokerage information Accept or reject brokerage requests ...

What Is a Brokerage? A brokerage account allows brokers to manage realtors and distribute leads among them. Lead Sharing enables brokers to transfer leads from the brokerage account to connected realtors. Once transferred, the lead becomes available in the rea...

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, chan...