Managing Clients

Learn how to add, edit, delete and manage your clients.

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31 articles in this collection
Written by Homebot
Managing Client Data

How to Edit a Homeowners Information

Learn where and how to update your client's contact information, home value and facts, plus their subscription.
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Written by Homebot
Updated this week

How to Use the Activity Dashboard to Understand Client Engagement

Find new opportunities by monitoring your "Activity" feed
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Written by Homebot
Updated this week

How to Edit a Buyer's Profile

Learn how to edit and update your buyers information, price point, and add a pre-qual or pre-approval.
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Written by Homebot
Updated this week

How to Add Multiple Homes to a Client

Learn how you and your clients can add additional homes to their report through our self-add home feature.
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Written by Homebot
Updated this week

How to Update a Client's Address

In this article learn how to update your clients address if it changes
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Written by Homebot
Updated this week

How to Edit a Client's Home Value

Learn how to update the value of a home by updating the CMA
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Written by Homebot
Updated over a week ago

How Do I Add Notes to A Client's Profile?

Learn how to add notes to your clients to help you remember important details!
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Written by Homebot
Updated over a week ago

What the Activity Tags Mean

Learn what each activity tag by your client name means in the 30-day activity feed.
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Written by Homebot
Updated this week

How Homeowners Become Buyers

Learn how homeowners notify you when they're interested in buying.
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Written by Homebot
Updated this week

How to Delete Clients in Bulk

Learn how to easily remove unsubscribed users in bulk.
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Written by Homebot
Updated this week
FAQ

Can I Export My Data From My LOS or CRM Tool?

If you already have a client database, feel free to export your data and upload it directly to Homebot.
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Written by Homebot
Updated over a week ago

What Happens If I Have a Client Who I've Added as Both a Buyer and a Homeowner and They Unsubscribe From One?

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Written by Homebot
Updated over a week ago

I've Added My Clients. What Happens Next?

Learn what happens after you add clients.
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Written by Homebot
Updated over a week ago

How Client Capacity Works

Learn how client capacity works for homeowners, buyers, and clients receiving both reports!
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Written by Homebot
Updated this week

What Happens If a Buyer Becomes a Homeowner?

Learn what it means (and looks like) once a buyer becomes a homeowner
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Written by Homebot
Updated over a week ago

How Do I Unsubscribe Someone From the Buyers' Report?

Did your buyer make a purchase, is no longer in need of a market report? Learn how to unsubscribe them here.
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Written by Homebot
Updated over a week ago

How Do I Unsubscribe a Client?

Learn how to unsubscribe and resubscribe a client
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Written by Homebot
Updated over a week ago

How Do I Add a Co-Borrower to An Existing Home?

Learn how to add an additional person to a home so they can also receive the digest.
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Written by Homebot
Updated over a week ago

How Clients Send You Messages Through Homebot

Learn how your clients can message you directly from their Homebot digest.
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Written by Homebot
Updated this week

How Do I Find Out Which Clients Have Unsubscribed From The Email Services?

Make the most of your Homebot account by managing your unsubscribes.
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Written by Homebot
Updated over a week ago

How Do I Delete a Client?

Learn how to delete a client who is no longer interested
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Written by Homebot
Updated over a week ago