Register contacts in the CRM so you can assign them to leads and close deals!
You can create profiles of sellers and buyers, among others, such as lawyers and suppliers.
To create contacts with a sales profile:
1. Go to Contacts - List of sellers.
2. Fill in your personal details, email, telephone and dates to remember.
3. Send OPT-IN requests and include the contact in the mailing list.
4. Identify the seller's properties.
5. Upload files.
6. Create an Ownerlink and share information with the property owner.
7. Add notes and view history.
8. Click Save.
To create contacts with a buyer profile:
1. Go to Contacts - Buyers List.
2. Fill in your personal details, email, telephone and dates to remember.
3. Send OPT-IN requests and include the contact in the mailing list.
4. Upload files.
5. Add notes and view history.
6. Click Save.
To create contacts from other profiles:
1. In the Contacts area, check the “Others” option.
2. Click the green button to add a new contact.
3. Fill in the contact details and set the type.
4. Click on “Add New”.
Note:
It is possible to create contacts without associating them with any leads. This can occur in situations where the agency has no property that meets the potential client's need at the moment.
This feature is available for all CASAFARI CRM users.
For more information, please contact us on Chat or send an email to: help@casafaricrm.com