Kaitlyn Koplitz
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Articles
Recent activity by Kaitlyn Koplitz Sort by recent activity-
Detactivating and Reactivating an Employee [Next Gen]
Summary Sometimes employees are not actively working for an office or team. Here is how to deactivate or reactivate employees without deleting their profiles and settings. When agents are deactivat...
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Setting up SMS Messaging at the Admin/Broker Level [Next Gen]
Summary With SMS Notifications, agents can now receive real-time SMS Text Notifications when leads take action on their website. High-impact activities such as creating a new saved search, inquirin...
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Creating an Action Plan [Next Gen]
Summary An Action Plan is essentially a template for a course of Action an agent should follow after interacting with contacts and properties, or creating and closing deals. This template can inclu...
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Setting up SMS Messaging at the Agent Level [Next Gen]
Summary With SMS Notifications, agents can now receive real-time SMS Text Notifications when leads take action on their website. High-impact activities such as creating a new saved search, inquirin...
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Teams and Offices [Next Gen]
Summary Teams and offices are visible to both the public and admin views. *In order to create an office or team, agents will need to be created before starting this process. Step by Step To view th...
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Reordering/Display on Website [Next Gen]
Summary There are multiple ways to reorganize a list of agents, a team, employees, or an office. For this example, we will be using the "Agent" list, however, the organizational tools work the same...
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Executive Team [Next Gen]
Summary The Executive Team can consist of any assortment of admin, agent, or broker. The Executive Team refers to the head of a firm or region, such as a chief operating offer, chief financial offi...
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Advanced Search and Filtering: Content [Next Gen]
Summary While reviewing Email Marketing Content, there are additional filters that can be used to locate a specific template. Step by Step admin > email marketing > content > filter icon 1. Startin...
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Dependencies in Action Plans [Next Gen]
Summary Dependent tasks and emails let you build parent/child relationships between your actions. This way, you'll only see tasks in your queue that you should take action on, instead of getting as...
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Advance Search and Filtering: Email Campaigns [Next Gen]
Summary As with many of the pages, we offer advanced filters to allow for more precision when looking for certain statistics or locating a subject. Step by Step admin > email marketing tab > funnel...