Daily Use of Brivity CRM
- What you Should be Doing Daily in your CRM
- Brivity Platform Jumpstart Checklist
- Lead Visibility
- Contact Management Cheatsheet
- Brivity Message Center (Beta)
- Timeline of a Contact Record
- Change a Contact's Status
- Log Appointment Type, Time, & Outcome
- Search Leads & Contacts
- Manually Add a New Contact
- Following up with your Contacts
- Status Definitions
- Log an Interaction
- Starred Notes
- Document Storage in Brivity
- Use Smart Filters to Create Contact Lists
- Change the Primary Agent on a Contact
- Reverse Lead Lookup
- Using Custom Tags
- Add Relationships in Brivity
- Send Mass Emails
- Set Up Listing Alerts
- Images in Email Signature or Email Templates
- Using Filter to Make Lists of Contacts
- Mass Assign Tags