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:

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STEP-BY-STEP TUTORIALS BELOW
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ADDING CLIENTS

How to manually add clients

How to bulk import clients

MANAGING CLIENTS

How to edit a homeowner's profile

How to edit a buyer's profile

How to manage email issues

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DOWNLOADABLE TEMPLATES BELOW
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FOR LENDERS

CLIENT IMPORT TEMPLATE

FOR REAL ESTATE AGENTS

CLIENT IMPORT TEMPLATE

FOR LENDERS + AGENTS

BUYERS IMPORT TEMPLATE

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