CRM Contacts > Summary list

CRM Contacts > Summary list

Contacts are the heart of the CRM Maintaining up-to-date contact profile information is the key to a successful CRM operation.  All of the Tasks, Notes, Documents, inTouch campaigns, and other components of the GoMax CRM depend on accurate information within each of your contact profiles.  It is up to you to utilize the CRM each and every day to maximize the benefits over the long haul. Please review the following screen image and reference numbers to learn more about each … Continued
CRM Contact > Detail

CRM Contact > Detail

Important Contact information at a glance  Each contact in your CRM includes a host of features and settings to help you stay organized and prepared for the next interaction with your client, whether it is on the phone or in person. Please review the following screen image and reference numbers to learn more about each of the elements available to you on the Detail screen for each of your contacts:     1) Set various contacts as a Favorite by … Continued
Deleting Clients and Mortgage Files from GoMax

Deleting Clients and Mortgage Files from GoMax

In some case brokers wish to delete a clients mortgage application from the system or delete the client and all of their files all together.  There are a few different options for you: To delete a single Deal from the CRM, follow these instructions: From the dashboard, locate the Deal using the Contacts or Deals component If using ‘Contacts’, you will need to search for your contact, then click the ‘View’ button to see the full profile of the contact … Continued