How Do I Add Client Cards In My Active Clients?

Learn How to Add Client Cards in Your My Active Clients Tool on Your Dashboard

The My Active Clients tool allows you to streamline and enhance your real estate client management process, ensuring easy tracking of clients through various stages of the buying and/or selling process from initial contact to closing. There are 3 methods of adding clients into My Active Clients: You can enter details manually, you can create one automatically using the Offers and/or Listings tool, or you can sync your 3rd party CRM. This guide will walk you through the different methods of adding client cards to your My Active Clients tool. 

Methods of Adding Client Cards to My Active Clients

• Enter the Details Yourself
  • Log into your Radius Dashboard. 
  • Click My Active Clients under the Transaction Management tab of your Dashboard. 
  • You'll now be on your Active Client Status page.
  • Click the Add Client + button on the upper right hand side of the screen to the left of the Filters button. 
  
   
  • You will now see the Add New Lead box populate on the right half of your screen.
    
    
     
    • Fill out the following fields with the appropriate contact information:
      • Full Name
      • Email
      • Phone Number
    • Click the Lead Type drop-down to select whether the lead is a buyer or a seller. 
      • If you select Seller, an additional Lead Status drop-down will populate. 
        • Select the appropriate lead status.
        • Once the appropriate lead status is chosen, click Add Listing+ to add the details of the property that will be listed. 
          
          
        • After clicking Add Listing+ a Property Listing section will populate. Fill out the property information fields and then click Submit on the lower right hand side of the screen. 
  
  

Note: If you do not yet know the details of the property to be listed, you can skip Add Listing+ and go straight to Submit (You will be able to add property details to the client card at any point). 

• • • • If you select Buyer, an additional Lead Status drop-down will populate.
        • Select the appropriate lead status.
        • Once the appropriate lead status is chosen, click Add Search+ to add the search criteria of your buyer. 
          
          
        • After clicking Add Search+ a Search Criteria section will populate. Fill out the search criteria fields and then click Submit on the lower right hand side of the screen. 
          
          

Note: If you do not yet know the search criteria of your buyer, you can skip Add Search+ and go straight to Submit (You will be able to add search criteria to the client card at any point). 

• • • After clicking Submit, your new client card will appear in the column of the lead status you chose with either a buyer or seller designation based on the lead type you chose when creating the client card. 

• Via Offers/Listings Tool
  
  • Once you've submitted an offer via our My Offers tool, a new client card will automatically be created.
    • Below, you'll see that in the My Offers tab, an offer on behalf of client Lindsey Shaw was submitted.

• • • Once the offer was submitted, a new client card for Lindsey appeared under the Sending/Receiving Offers column on your Active Client Status page.
      

• • • By clicking into the client card of a client that you've submitted an offer for, you'll have the option to View Offer. 

• • • After clicking View Offer you'll see a pop-up that asks you to confirm that you want to view the offer. Click View Offer.
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  • • You'll now be re-directed you to your My Offers tab and into the Cover Sheet of the offer you started for that client. 
  • Once you've submitted a listing using our My Listings tool, a new client card will automatically be created.
    • Below, you'll see that in the My Listings tab, a listing for client Samantha Bennett was submitted.
     
    • Once the listing was submitted, a new client card for Samantha appeared under the Sending/Receiving Offers column in My Active Clients.

• • • By clicking into the client card of a client that you've submitted a listing for, you'll have the option to View Listing. 
      
      
    • After clicking View Listing, you'll see a pop-up that asks you to confirm that you want to view the listing. Click View Listing. 
  •  
    • You'll now be re-directed to your My Listings tab and into the Cover Sheet of the listing you submitted for that client. 
      
      

• Via 3rd Party CRM Integration 
  • Click here for instructions on setting up a 3rd party CRM integration with My Active Clients.