Kaitlyn Koplitz
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Activity overview
Latest activity by Kaitlyn Koplitz-
Kaitlyn Koplitz created an article,
Benefits of Upgrading from Legacy to NextGen
Upgrading from your Legacy CRM to the NextGen CRM has never been easier. This Free upgrade will greatly improve the way your Brokerage office and Agents utilize the system. NextGen has a more intui...
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Kaitlyn Koplitz created an article,
How to Upgrade from Legacy CRM to NextGen CRM
Upgrading from your Legacy CRM to the NextGen CRM has never been easier. This Free upgrade will greatly improve the way your Brokerage office and Agents utilize the system. NextGen has a more intui...
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Kaitlyn Koplitz created an article,
How to Add Multiple Contacts When Creating a New Transaction
When creating a new TransactionDesk or Zipforms Transaction you can add multiple contacts. Listing tab Search for listing and select Listing Options (dropdown) > New Transaction Select Transact...
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Kaitlyn Koplitz created an article,
How to Customize Transaction Header Columns
Would you like to be able to customize your transaction header columns into a view that works for you? Transaction tab Click on the Cog Check the fields that you want to appear in the header r...
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Kaitlyn Koplitz created an article,
How to Favorite Your Contacts
Mark your contacts as Favorites by clicking the star next to their name on the Contact Index page. Your favorite contacts will move to the top of the contact index page in alphabetical order. Unch...
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Kaitlyn Koplitz created an article,
How to Customize Contact Header Columns
Would you like to be able to customize your contact header columns into a view that works for you? Contacts tab Click on the Cog Check the fields that you want to appear in the header row N...
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Kaitlyn Koplitz created an article,
Follow Up Task [Next Gen]
Summary: Follow Up Tasks are automatic items that are assigned to Agents and Brokers with a default delay of 24 hours. These can be turned off or the time frame adjusted. Step by Step: admin > inli...
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Kaitlyn Koplitz created an article,
Propertybase MLS Towns [Next Gen]
Summary When setting up PB MLS listings, one major component that needs to be completed is Propertybase MLS Towns Step by Step admin > inline menu > settings > search locations > Propertybase MLS T...
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Kaitlyn Koplitz created an article,
Google Analytics 4 [Next Gen]
Before you get started, you will need to log into your Google Analytics and migrate to GA4. Google Support Doc: https://support.google.com/analytics/answer/9539598?hl=en Once that is completed, l...
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Kaitlyn Koplitz created an article,
How to Verify Email Sender [Next Gen]
Purpose: If your email address does not match your company domain, then you will need to verify your email address so that your emails will be sent from your email address. Otherwise, your emails w...