We've made it EVEN EASIER to engage clients and work leads with your RealSavvy CRM and IDX website. Follow the steps below to start using Magic Links and give your network quick access to an awesome home search experience.
Upload Leads & Create IDX Accounts
1, Login to your CRM at CRM.realsavvy.com using this email address. If you don't remember your password, simply click on "Forgot Password" to get set up. Once logged in, click on "Settings" on the left-hand corner of the screen, then "Get Started", then "Upload Leads."
🚨 IMPORTANT 🚨
TO UPLOAD YOUR CLIENT OR LEAD LISTS INTO YOUR CRM BE SURE TO USE THIS FORMAT
Don't forget to select "Create IDX Accounts for Leads" after uploading your list. If you want to send your list an automated email notification you can check the box for that. If you don't wish to send that to all you will be able to send to individual contacts after the upload is complete.
Send an Eblast to Leads or Create Saved Searched for Clients
ENGAGING LEADS: We've created an email template for you to send to your network after you've created IDX accounts for them. Some great tools to explore for bulk eblasts are MailChimp, MadMimi, and Constant Contact. You can even use FollowUp Boss Action Plans to send a bulk email!
ENGAGING CLIENTS: Set up a Saved Search for your clients on your website. The invite to the Saved Search you create for them will be in the format of a Magic Link so they won't even need to create a password or login! They'll just simply need to click on the link and voila, their account is created.