Daily Use of Brivity CRM
- Contact Management Cheatsheet
- Brivity Message Center (Beta)
- Timeline of a Contact Record
- Change a Contact's Status
- Log Appointment Type, Time, & Outcome
- Search Leads and Contacts
- Manually add a new contact
- Following Up With Your Contacts
- Status Definitions
- Add Notes to a Contact
- Log an Interaction
- Starred Notes
- Document Storage in Brivity
- How to Create Listing Alerts
- 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
- Filtering Contacts
- Using Filter to Make Lists of Contacts
- Mass Assign Tags