Agent CRM Documentation

Modified on Wed, 19 Jul 2023 at 10:15 AM

For customers with the the Agent CRM.

Learn about the iHomefinder Agent CRM Dashboard, advanced Lead Management features, To Do lists, and more.



Note: These are links directly to iHomefinder's documentation



Agent CRM Dashboard

Learn about the Dashboard features and understanding your metrics.

 

Email & Calendar Integration

Integrate your personal email with the Control Panel to send custom emails to your leads, and sync to do items to your calendar.

 

Advanced Lead Management

Learn about advanced lead details, filtering leads, editing leads in bulk, and more.

 

Optima Leads App

View your leads' activity and contact them on the go with the Optima Leads app.

 

To Do List

Create tasks and reminders and link them to your leads to keep on top of your workload.

 

Marketing Automation

Jump-start lead engagement with personalized, dynamic follow-up for every new lead. Aggregate leads from over 30 third party services.

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