New Placester CRM

Katherine Ramirez Updated by Katherine Ramirez

This article will show you the New Placester CRM and how to Access Your CRM Using Your Mobile Device.

The Importance of Leads

We understand the importance of leads and keeping track of those leads to your Real Estate business. Gaining and responding to leads is how you grow your business. The ability to add Leads is available on all subscriptions. This article will help in describing how to manually add your leads to your Placester site.

We now display Leads with a Verified Email Address which will help you identify legit and real leads.

Accessing the CRM on a Mobile

Placester CRM is now mobile-friendly and can be accessed on Mobile devices. Now, it's easier to edit Lead/Contact details anywhere as long as you have your mobile phone with you.

Once you log in on your mobile browser, click the trigram symbol ☰ on your dashboard, click CRM on the drop-down menu and it will bring you to a page where you can view your leads.

The mobile version of the CRM will allow you to do everything just like when you access it on a desktop. You can manually add/remove leads, import/export leads, check saved and favorites listings of your leads, and even create saved listings for them.

Accessing the CRM on a Desktop

To access CRM, click the CRM tab from the dashboard.

This will then bring you to your CRM page where you can see your leads and contacts.

With the new CRM design, it's easier to edit Lead/Contact details.

Need More Help? 

For questions, concerns, or feedback, please chat with our team: https://app.placester.com/chat

How did we do?

CRM: Managing Custom Views [Codeless]

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