How to add and manage clients

Learn how to add your clients, manage their profile information, and how to manage email issues.

Written by Homebot
Updated over a week ago

Learn how to add and manage your clients in this short video, below it you'll find step-by-step tutorials:

STEP-BY-STEP TUTORIALS

ADDING CLIENTS

How to manually add clients

How to upload your clients

MANAGING CLIENTS

How to edit a homeowner's profile

How to edit a buyer's profile

How to manage email issues

DOWNLOADABLE TEMPLATES

FOR LENDERS

CLIENT IMPORT TEMPLATE

FOR REAL ESTATE AGENTS

CLIENT IMPORT TEMPLATE

FOR LENDERS + AGENTS

BUYERS IMPORT TEMPLATE

FOR INSURANCE AGENTS

CLIENT IMPORT TEMPLATE

Don't want to use our templates? No problem. Download our list of client upload requirements.

Wondering what happens after you add your clients? Read this.