Logo
Submit a request
Sign in
  1. Brivity Help
  2. Brivity CRM
  3. Daily Use of Brivity CRM

Daily Use of Brivity CRM

Follow New articles New articles and comments
  • Manually add a new contact
  • Reverse Lead Lookup
  • Following Up With Your Contacts
  • Log an Interaction
  • Managing Tasks
  • Add Notes to a Contact
  • Status Definitions
  • Using Custom Tags
  • Add Relationships in Brivity
  • Reporting- Overview of the Agent Report
  • Reporting- Overview of the Lead Source Report
  • Send Mass Emails
  • Set Up Listing Alerts
  • Images in Email Signature or Email Templates
  • How to Use the People Filter
  • Using Filter to Make Lists of Contacts
  • How to Share / Give Other Users Access to a Person in Your Database
  • Document Storage in Brivity
  • Export Contacts
  • Fields Included in Export Options
Brivity Help