Automation
Automated email and text reminders, follow-ups, and notifications
5 articles in this collection
Written by Casey, Kevin Wagstaff, and Laura Cole
Written by Casey, Kevin Wagstaff, and Laura Cole
Troubleshooting Emails Dropping to Client/Agents
Having trouble sending your emails?
Written by Casey
Updated over a week ago
Updated over a week ago
Deleting a Client Contact
Remove a client from your Contact List
Written by Casey
Updated over a week ago
Updated over a week ago
Sending Invoice with Report
receipt/invoice sent with report
Written by Casey
Updated over a week ago
Updated over a week ago
How to Make Sure Your Emails Get Sent to Clients
Troubleshoot Problems with Realtor / Agent Not Recieving Report or Agreement Notification Emails
Written by Kevin Wagstaff
Updated over a week ago
Updated over a week ago
How to add Google and Yelp review links to automated follow-up emails
Get more Google and Yelp reviews by including links in your follow up emails to clients. You can also hyperlink your badges for reviews.
Written by Laura Cole
Updated over a week ago
Updated over a week ago