Add & Manage Clients
Learn how to introduce Homebot, add clients, and more.
By Erica and 2 others3 authors25 articles
- How to Add Clients & Prospects in Bulk
- How to Add Clients & Prospects Manually (one at a time)
- Export Instructions by LOS and CRM Tool
- What to Expect After Adding Clients
- Homebot's Spanish language capabilities
- Export a Pipeline Report from Arive to Import Into Homebot
- HomebotAI
- How to Add a Co-Borrower or Co-Owner and How it Works
- Weekly Leaderboard Email
- How to search, sort, and filter your database
- How to Manage Buyer Profiles
- How to Manage Homeowner Profiles
- Managing Clients with Email Issues
- How to Export Your Database
- How to Handle Pre-qual Requests
- How to Handle CMA Requests
- How do I preview a client's Homebot?
- How to Delete Clients
- How to Find Your Last Client Import Date
- How to view clients who are "cold" or disengaged
- What happens if my client purchases a home?
- How to Change the Estimated Home Value
- Client Closings Module
- How do I unsubscribe or resubscribe a client?
- How do I sort clients by interest rate?