Contents

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Contents

Broker IDX Sites, Inc. CRM System Documentation

Introduction

Features List

Brokerage Features

Single Agent Features and Functions

Public Knowledge Base

Quick Start Guide

SEO Articles

Common Tasks

Adding a Testimonial

Broker+ Access Guide

Getting Started

Logging In
Your Dashboard

Account Home

Personal Settings

Leads

Archived Leads

Lead Rules

Customers/Contacts

Customers

Contacts

Schedule Showings

Transaction Manager

Transactions

Property Offers

Lock Box Inventory

Archived Transactions

Sales & Commission Report

Checklist Items

Testimonials

Blogs

Blog Categories

Document Library

Documents

Doc. Categories

MailChimp Settings

MailChimp Accounts

Customer Email Groups

Send Listings

Send Message

Holiday Template

Websites

Manage Your Website
Domain Base Settings
Brokersite Settings
Required Registrations
Website Theme Selector
Mobile Theme Settings
Featured Listing Settings
Navigation Menu & Pages
Lead Reply Template
Promotional Form

Listing Central

Brokerage Listings

Virtual Tours/Videos

Instant Buyer Match

Brokerage Manager

Lead Rules

Teams Manager

Offices Manager

Agents and Staff

Helpful Links

Toll-Free:800-557-8193

Instructional Videos

Payment Gateway

Facebook

Purchase/Renew Domain Name

Agent Access Guide

Getting Started

Logging In
Your Dashboard

Account Home

Personal Settings

Leads

Archived Leads

Lead Rules

Customers/Contacts

Customers

Contacts

Schedule Showings

Transaction Manager

Transactions

Property Offers

Lock Box Inventory

Archived Transactions

Sales & Commission Report

Checklist Items

Testimonials

Blogs

Blog Categories

Document Library

Documents

Doc. Categories

MailChimp Settings

MailChimp Accounts

Customer Email Groups

Send Listings

Send Message

Holiday Template

Websites

Edit Your Website - Agent+
Domain Base Settings Agents+
Brokersite Settings
Required Registrations Agents+
Website Theme Selector
Mobile Theme Settings
Featured Listing Settings
Navigation Menu & Pages
Lead Reply Template
Promotional Form

Listing Central

Brokerage Listings

Virtual Tours/Videos

Instant Buyer Match

Brokerage Manager

Lead Rules

Teams Manager

Offices Manager

Agents and Staff

Helpful Links

Toll-Free:800-557-8193

Instructional Videos

Payment Gateway

Facebook

Purchase/Renew Domain Name