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Add Clients and Manage Your Database
Learn how to add clients, edit client profiles, delete clients, and manage your clients
How to Introduce Homebot to Clients and Prospects
How to search, sort, and filter your database!
How to Add Clients One at a Time
How to Add Clients in Bulk
Instructions for Retrieving Data From Your LOS or CRM Tool.
What to Expect After Adding Clients
How Client Capacity Works
How to Manage New Leads
How do I bulk delete clients with email issues?
What Does Each Email Issue Status Mean?
Homebot's Spanish language capabilities
How to Manage Homeowner Profiles
How to Manage Buyer Profiles
How to update a client's home address
How to Change the Estimated Home Value
How to Add Multiple Properties to a Homeowner Profile
How to Update Loan Data
How to Add a Pre-Qual for a Buyer
How to remove a client from the Needs CMA Key Client List
How do I sort clients by interest rate?
What Happens if a Buyer Purchases a Home?
How Clients Can Send Direct Messages Through a Homeowner or Buyer Report
How to Add a Co-Borrower or Co-Owner and How it Works
How do I unsubscribe a client?
Why am I getting an error message when adding a client?
Can I print the reports?