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Add Clients and Manage Your Database
Learn how to add, edit, delete, and manage your clients.
AWhat Does Each Email Issue Status Mean?
How to Manage Your Tasks List in the Tasks Tab
How to Complete a Pre-Qual Request from the Tasks Tab
How to Manage New Leads through the Tasks tab
How to Assign CMA Requests through the Tasks tab
How to Add Clients One at a Time
How to Add Clients in Bulk
How to Format Your File for Adding Clients in Bulk
What to Expect After Adding Clients
How to Delete a Client
How to Delete Clients Who Don't Open or Engage With Homebot
How Do I Add a Co-Borrower to An Existing Home?
How Client Capacity Works
How to Understand Your Billing Info Page
Instructions for Retrieving Data From Your LOS or CRM Tool.
What Happens If a Buyer Becomes a Homeowner?
How Do I Find Out Which Clients Have Unsubscribed From The Email Services?
How Do I Unsubscribe a Buyer?
How Do I Unsubscribe a Homeowner?
How to Share a Client Digest with Your Partners
When to Expect Homebot Text Notifications
How Clients Send Direct Messages Through Homebot