Add Clients and Manage Your Database
Learn how to add, edit, delete, and manage your clients.
By Homebot and 3 others4 authors30 articles
What 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