Help Desk

General 18

• Screensharing on Zoom
• How to Export Contacts from CRM
• How to Setup Google My Business Page
• My Zillow Listing is not Updating From Our Broker Site?
• How to Export MLS Contacts

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SmithCRM 18

• SmithCRM: Training Table of Contents
• SmithCRM: Why Use It?
• SmithCRM: How Do I Login?
• SmithCRM: A System Overview
• SmithCRM: Introduction to Leads

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Contacts 9

• Add a Contact
• Edit a Contact
• Deleting Contacts
• Grouping Contacts
• Exporting Contacts

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Smith's Website 2

• Adding Developments To Smith’s Website
• How To Add Social Media Links to Your Agent Bio

Getting Started 7

• Create a CMA
• Create a CMA through MLS
• Create a Homebeat
• Create a Buyer Tour
• Create a Property Report

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FAQs 6

• How to Login?
• How does a team login?
• How change photo or profile information
• How to Add/Remove Contacts to Homebeat
• What Parameters are Pulled from Quick and Dirty

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How-To 2

• How do I add a suggested list price?
• Adding a Lead Generation Link to your Email Signature

HOT Tips 6

• Create a CMA Report via Email
• Create a Property Report via Email
• Create a Flyer via Email
• Create a Buyer Tour via Email
• Locate the What's My Home Worth Link

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Integrations 2

• Connect CMA with your Zillow Reviews
• Connect CMA with Testimonial Tree

FAQ 0

Xpressdocs 3

• Login workaround for Xpressdocs by clearing cookies
• Can we ship Internationally?
• What is the format for Mailing Lists?

Frequently Asked Questions 7

• What is Adwerx?
• Who will see my ads? Where will they be posted?
• Where will my ads be shown?
• What happens when someone clicks on my ad?
• How often will my ads be shown?

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Gmail 4

• GSuite: Enable 2-Step Verification
• Add or Update a signature
• Historical Data Retention
• How to Set Up Outlook for Windows for Smith & Associates Google Mail

Google Calendar 1

• How to Sync Your iPhone Calendar With Your Google Calendar

Google Contacts 12

• What Can You Do With Google Contacts?
• Contact Management
• How to Access and View Contacts
• Adding New Contacts
• Creating Group Contacts

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Google Drive 1

• If I "Remove" a shared folder from my drive, will it remove it for the other users?

General Help 8

• How Do I Access Testimonial Tree
• How Do I Send a Request for Testimonials?
• Collect Testimonial via Text Instructions
• Collect Testimonial Via Email Instructions
• Add a Collection Link to Your Email (Gmail)

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Realist 2

• How to Pull Mailing Lists from Realist
• How to Find Non-Owner Occupied in Realist

Office Phones 3

• Vonage Desktop App
• Set Up Features for Your Extension
• Vonage App Breakdown

AppFiles 5

• How to get help with AppFiles
• How to create a new file in AppFiles
• A quick tour of AppFiles
• How to submit a document in AppFiles
• How to personalize your AppFiles settings

Facebook 1

• Facebook Marketing Tips for Real Estate Agents

Youtube 3

• How to jump-start your real estate YouTube channel
• How to Promote Your Real Estate YouTube Videos Effectively
• How to Incorporate Video Into Your Real Estate Marketing

Instagram 1

• How To Book More Property Showings Through Social

Luxury Portfolio 1

• How do I send the 10 free LP magazines to clients?