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  1. Pro Agent Solutions Help Center
  2. CRM Pro
  3. Configuration guidance - CRM Pro

Configuration guidance - CRM Pro

  • Getting started with CRM Pro
  • Attach documents to emails
  • Managing documents in the document vault
  • How to create custom categories for filtering contacts
  • Email a contact and bulk email campaigns
  • How to export a mailing list for a direct mail campaign
  • How to track sales and commissions
  • How to edit email templates
  • How to import email templates from the vault into your library
  • How to import contacts
  • How to create a lead form
  • How to create a strategy
  • How to create a closing
  • How to add a new activity
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