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Lead Routing Adjustment

William Kabrall

How to use our Elite Realty CRM system to organize your business.

Elite Realty CRM

Watch this video to get started with Elite Realty CRM

Welcome to Elite Realty CRM

How to access the Elite Realty CRM mobile app

Mobile App Initial Setup

Update your business details so automations work correctly

Business Details Initial Setup

How to set up your first phone number in Elite Realty CRM

Phone Number Initial Setup

How to enable notifications on your mobile device for Elite Realty CRM

Notifications Initial Setup

How to use smartlists to organize your leads

Smartlists Initial Setup

How to Log Into Elite Realty CRM

Getting Started with Elite Realty CRM

Onboarding Team Members into Elite Realty CRM

Setting Up Team Permissions

Getting your team set up with phone numbers in Elite Realty CRM

Setting Up Multiple Phone Numbers for a Team

Residential Team Setup

Organization

How to import leads from other CRMs while maintaining data

How to Import Leads to Elite Realty CRM

How to keep track of the dials you are making

Tracking Call Attempts in Elite Realty CRM

Creating an AM/PM Prospecting Workflow

How to Create a Pond in Elite Realty CRM

How to Export Leads from Elite Realty CRM

Lead Notification

How to Export Leads from Elite CRM

Syncing Facebook Messenger/Other Ads with Elite Realty CRM

Lead Management

Choose between Push, SMS, and Email Notifications for Elite Realty CRM

How to Update Notification Settings

Notifications

How to Change Timezone in Elite Realty CRM

CRM Settings

How to create tasks for future dates so you don't forget important actions.

Settings Tasks in Elite Realty CRM

Choose how you can get notified about new leads: Push, email, or sms

Updating Notification Settings

How to modify the messages that are automatically sent out

Update Automated SMS and Email

Sending MLS Listings from Elite Realty CRM

Custom Values

Do Not Disturb

Missed Call Text Back Feature

Features

How to integrate Zoom with Elite Realty CRM

Connecting Zoom to Elite Realty CRM

Connect your Google Calendar or Outlook account and synchronize your emails

How to Sync Calendars with Elite Realty CRM

Integrations

Shorten or lengthen the time between automated messages to your leads

How to extend frequency of time between text and email automations

How to Create a Drip Email Campaign

How to Create Text/Email Templates (Snippets)

Email/SMS/AI Automation

Automate calendar scheduling with booking calendar links.

Setting up Booking Calendars

Booking Calendars

Record your calls for reference or training purposes

How to Enable Call Recording

Elite Realty CRM - Billing Structure

Why are my Calls marked as Spam, and how can I avoid it

Preventing Showing Up As Spam Number

Phone System

Find answers and get help from Intercom Support and Community Experts

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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