Clients

Identifying Matches for Your Clients' Needs
Once you categorize your clients into Buyers & Sellers (Or renters), you can add their needs by either storing their buyer need or their listing informa...
Wed, 7 Nov, 2018 at 5:28 PM
CRM - Clients
Adding a Client into your CRM      1. Click on “Clients” from the Navigation bar and click on “New Client”.     2. In the opened pop-up, ad...
Mon, 3 Dec, 2018 at 3:58 PM
CRM- Contacts
Adding a Contact into your CRM Click on “Clients” from the Menu bar and click on “Contacts” from the menu on the left hand side. Click on ...
Wed, 7 Nov, 2018 at 5:54 PM
Contacts
Set your preferences with the contacts you add.      1. Default Groups These are the groups already present in the Radius app       2. Import Conta...
Wed, 7 Nov, 2018 at 5:55 PM
CRM-Reminders
Set and Manage Reminders Click on “Clients” from the menu and select “Reminders” from the menu on the left hand side. To add a new reminder, click on ...
Wed, 7 Nov, 2018 at 5:53 PM
Email Templates
Customize the emails you send to your clients at various stages of your business dealing. Client Welcome Email - Customize the email you wish to send ...
Wed, 7 Nov, 2018 at 5:56 PM
Auto Recommend
Auto send your client, properties that meet their match criteria. Select match % here - You can select the match % at which you wish to send your c...
Wed, 7 Nov, 2018 at 5:56 PM
Clients (Inbound Referrals, Clients, Radius Prospects)
Manage all your client relationships, the referrals you receive, and your prospects, all in one place! Inbound Referrals Manage all the referrals yo...
Wed, 19 Dec, 2018 at 5:26 PM