Navigating the Lead & Contact Center (Video)
Watch this video for a basic orientation on the Inside Real Estate CRM Lead & Contact Center. Learn about viewing and sorting leads, managing tasks, emailing leads, using click-to-call and click-to-text, and more.
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Navigating the Performance Center (Video)
Watch this video for a basic introduction to Inside Real Estate's Performance Center. Learn how to view and measure performance across the system, including metrics on individual agents, teams, website and lead sources.
Navigating the Team & Actions Center (Video)
Watch this video for a basic orientation on the Inside Real Estate CRM Team & Actions Center. Learn about changing profile information, action plans and email templates.
Navigating the Lead Popover Window (Video)
Watch this video to get a basic orientation on the lead popover window in your Inside Real Estate CRM. Learn how to add to and change lead contact information; view lead website activity; manage tasks, emails, search alerts and action plans on your ...
How to Add a Contact or Lead (Video)
Watch this video for a short introduction on how to add contacts and leads to your Inside Real Estate CRM.
How to Delete a Contact or Lead (Video)
Watch this video to learn how to delete a contact or lead in your Inside Real Estate CRM.