Getting Started
Classic
Logging into your Placester Account
[Video] Placester Startup Guide
[Video] Requesting an IDX Integration
Editing Your Contact Details
Changing Themes and Colors
[Video] Adding Images to your Home Slideshow
Adding a Favicon
[Video] Linking Social Networks
Adding Certification Logos to the Footer of your Site
[Video] Changing your Global filter settings
Using Basic Lead Capture
[Video] Creating a Blog Post
[Video] Creating Advanced Area Pages and an Area Page Index
[Video] Creating a Page
Adding a Logo
Submitting a Support Ticket
Codeless
Requesting an IDX Integration
Logging into your Placester Codeless Account
Image Dimension Guide
Changing your Global filter settings
Editing Your Codeless Contact Details
Adding Images to your Home Slideshow
Featuring Listings on your Home Page
Adding Certification Logos to the Footer of your Site
Adding a Favicon
All Things IDX
Classic
IDX Process: FAQs
TREC Requirements
How to fill out your IDX Documents on RightSignature.com
RightSignature Cheat Sheet
Adding Your License Number to Your Site
Adding Multiple IDX feeds to your site
Map Search
Natural Language Search
[Video] Selecting Search Forms
[Video] Featuring Listings on your Home Page
[Video] Basic Areas and Creating an Areas Index Page
How Placester Handles 1/4, 1/2 and 3/4 Baths
Codeless
Customizing your Website
Classic
Custom Domain
How and Where to Purchase a Custom Domain
[Video] Pointing your Custom Domain to your Placester Site
[Video] Editing your Placester Subdomain
Forwarding Additional Domains to Your Website
[Video] Mapping Your GoDaddy Domain to Placester (New User Interface)
Mapping your GoDaddy domain to Placester (Legacy User Interface)
Nameservers vs DNS Settings
Mapping your Network Solutions domain to Placester
[Video] Mapping your 1&1 Domain to Placester
Mapping your Register.com domain to Placester
Mapping your Wix Domain to Placester
Mapping your iPage Domain to Placester
Mapping your Domain.com domain to Placester
Mapping your Bluehost Domain to Placester
Mapping your Name.com Domain to Placester
Mapping your HostGator domain to Placester
Mapping Your Domain vs. Forwarding With Masking
Mapping your .REALTOR Domain to Placester
Mapping your eNom domain to Placester
Common Domain Mapping Issues & How to Resolve Them
Mapping your DreamHost domain to Placester
[Video] Mapping your Google Domain to Placester
Mapping your Hover domain to Placester
[Video] Mapping your Namecheap domain to Placester
Mapping a Subdomain to your Placester Site
Pages, Menus & Posts
Using the Featured Listings Page Template
Activating Autopublish
[Video] Editing an Existing Blog Post
Adding Photos to Pages and Posts
[Video] Editing Your Menu
[Video] Content App
Adding Featured Content Tiles
Adding a blog post to a category
Scheduling Blog Posts
Choosing Testimonial Featured images
[Video] Page Templates
[Video] Editing an Existing Page
[Video] Using Formatting Options on Pages and Posts
Adding Videos to Pages and Posts
Advanced Page Editing
Creating a coming soon page
[Video] Adding HTML to a Page
[Video] Adding a Menu Item that links to a Custom URL
[Video] Home Valuation Page
What to Include in your About page
[Video] Creating a Custom Landing Page
[Video] Creating a Testimonials Page
Theme Guides
Sedona Theme Guide
Chicago Image Dimension Guide
Franklin Theme Guide
Toronto Theme Guide
Phoenix Theme Guide
Beacon: Image Dimension Guide
Wilshire: Image Dimension Guide
Plymouth Image Dimensions Guide
How Many Featured Listings and Blog Posts Are Displayed on Each Theme's Home Page?
Fremont Theme Guide
Highland Image Dimensions Guide
Newbury: Image Dimension Guide
Recommended Logo Sizes for Each Theme
Lexington: Image Dimension Guide
Best Practices
What Should My Slideshow Captions and Links Be?
What's Important To Feature In Your Menu
[Video] Adding your Google Analytics Tracking Code
Adding your Google AdWords Conversion Label and ID
Adding a Video Link to Your Home Slideshow
What To Do After Your Site Is Live
How and Why to Add Excerpts to Pages
[Video] Adding a Facebook Pixel to your Placester Site
[Video] Submitting your Sitemap to Google
[Video] Site Verification for Google, Pinterest, and Bing
[Video] Adding a Meta Description & Meta Title to your Home Page
How to Create an Additional Site
[Video] Adding a Meta Title & Meta Description to Pages and Posts
Pro Tips
Writing Your First Blog Post
How to Embed a Google Calendar onto your Placester Site
Selecting Great Slideshow Images and Where to Find Them
How To Create a "Join our Team" Page
How to Use Social Networks for Real Estate
How To Hyperlink Text And Images
Which Lead Capture Setting is Best For You?
How to optimize SEO on your Placester Site
Removing "For Rent" From Your Search Bar
Tips and Resources for Cropping and Resizing Images
Sharing Blog Posts on Social Media
How to Clear Your Cache
How Can I Drive Traffic To My Site?
Account
Codeless
Pages, Menu and Posts
Creating a Testimonials Page
Integrating Your Real Satisfied Account
Creating new testimonial
Accessibility Widget
Adding a Menu Item that links to a Custom URL
Scheduling Blog Posts
Home Valuation Page
What to Include in your About page?
Content App
Adding a blog post to a category
Using the Featured Listings Page Template
Advanced Page Editing
Creating a coming soon page
4.0 Creating Advanced Area Pages and an Area Page Index
Creating a Custom Landing Page
Choosing Testimonial Featured images
Editing an Existing Blog Post
Adding a Button to a Page
Editing Your Navigation Bar
Using Formatting Options on Pages and Posts
Adding Featured Content Tiles
Page Templates
Custom Domain
How and Where to Purchase a Custom Domains
Common Domain Mapping Issues & How to Resolve Them
Pointing your Custom Domain to your Placester Site
Forwarding Additional Domains to Your Website
Mapping Your Domain vs. Forwarding With Masking
Editing your Placester Subdomain
Nameservers vs DNS Settings
Mapping your HostGator domain to Placester
Mapping your Register.com domain to Placester
Mapping your DreamHost domain to Placester
Mapping your iPage Domain to Placester
Mapping your Domain.com domain to Placester
Mapping your 1&1 Domain to Placester
Mapping your Hover domain to Placester
Mapping your Google Domain to Placester
Mapping your Network Solutions domain to Placester
Mapping your Wix Domain to Placester
Mapping a Subdomain to your Placester Site
Mapping your Name.com Domain to Placester
Mapping your .REALTOR Domain to Placester
Mapping your Namecheap domain to Placester
Mapping your eNom domain to Placester
Mapping your Bluehost Domain to Placester
Account, Subscription & Billing
Classic
Placester Subscriptions: Agent Core vs. Agent Pro vs. Broker Pro
Updating Your Billing Information
Placester Subscriptions: Agent Core vs. Agent Pro vs. Broker Pro
Codeless
How to Capture Leads
Leveraging Placester's Basic CRM
Classic
Viewing and Editing Leads
CRM Guide
Manually Adding a Lead
Removing a Lead
Editing your Leads individually and through Bulk Actions
Viewing Your Leads
Lead Management
Exporting Leads
Managing Duplicate Leads
What Can Site Visitors Do With an Account?
[Video] CRM: Managing Custom Views
Creating Saved Searches for your Leads
Routing Leads From Other Sources to Your Placester Account
Importing Leads
[Video] How to Add Tags to Leads and Contacts
Creating Groups
Adding a Note to a Lead
Creating / Managing Tasks (In Leads)
How Leads Can Create Saved Searches
Using Plans
[Video]Creating a Custom Signature
[Video] Editing a Plan Email Template
[Video] Autoresponders
[Video] Creating and Managing Your Email Blasts
Editing a Plan
Adding single or multiple leads to a plan
[Video] Creating a New Email Template
[Video] Creating a New Drip Campaign
Broker Features
Codeless
4.0 Viewing Your Leads
4.0 Editing your Leads individually and through Bulk Actions
Manually Adding a Lead
4.0 Removing a Lead
Routing Leads From Other Sources to Your Placester Account
Importing Leads
Managing Duplicate Leads
Exporting Leads
4.0 Adding a Note to a Lead
How to Add Tags to Leads and Contacts
Creating Saved Searches for your Leads
How Leads Can Create Saved Searches
Editing a Plan
Creating a New Email Template
Adding single or multiple leads to a plan
Autoresponders
Creating and Managing Your Email Blasts
Creating a New Drip Campaign
What Can Site Visitors Do With an Account?
CRM: Managing Custom Views
Setting up Integrations
Classic
Open Home Pro®
About Open Home Pro®
Downloading Open Home Pro®
Downloading Open Home Pro® onto multiple devices
Systems that run Open Home Pro®
Updating Billing Information/Canceling Your Account
Upgrading to Android Version 4.2
How to Run an Open House
Ensuring Visitors only have Access to the Open Home Pro® App during an Open House
How to run an Open House as a Broker
Necessary Data Connection needed when using Open Home Pro®
Starting an Open House in Open Home Pro®
Open Home Pro® Support Videos
[Video] How to Export and Sort Open Home Pro® Leads for iOS
[Video] How to Create a Listing on Open Home Pro® For Android™
[Video] How to Create a Listing on Open Home Pro® For iOS
[Video] How to Edit Listings for iOS
[Video] How to Edit Listings for Android™
[Video] How to Change Your Account Settings
[Video] How to Run an Open House on Open Home Pro® for iOS
[Video] How to Run an Open House on Open Home Pro® for Android™
Everything You Need to Know About Customized Questions for Open Home Pro®
[Video] How to Export and Sort Open Home Pro® Leads for Android™
Creating/Editing Listings
Editing an Existing Listing
Creating a Listing
Sharing a Listing
Editing/Removing Listing Images
Uploading Photos to a Listing
Scheduling an Open House
Removing a Listing
Settings
How do I add custom questions in Open Home Pro®?
How do I change my Open Home Pro® email address?
I forgot my Open Home Pro® password, how do I reset it?
Can I remove questions from displaying?
How do I include my contact information in the email followup?
Can I make questions mandatory?
How do I change the order of Open Home Pro® questions?
FAQ
Open Home Pro® support discontinued for iPad versions 3.9.2 and earlier
How do I upload photos when I get an Album Error? (iPad users)
What do I do if the Open Home Pro® App crashes or logs me out?
Why are changes made in the app or web not appearing in the other location?
Adjusting iPad keyboard shortcuts when the Continue button is blocked
Open Home Pro billing may appear as "Placester"
Unable to Export leads from the iPad version of Open Home Pro
How to install the newest version of Open Home Pro for iPads
Privacy: What happens to my leads?
Open Home Pro® is crashing after upgrading to the latest version, what do I do?
Differences between free Open Home Pro® and Open Home Pro® Premium
Does Open Home Pro® integrate into other CRMs?
Leads
How to configure your Mail App for lead export
How do I email a lead individually?
Managing your Leads on Open Home Pro
Exporting Leads with Open Home Pro
How to Add Leads as Contacts for iPad
How to sync leads on Open Home Pro
Automated Emails
Accessing RealSatisfied Through Your Placester Dashboard
Integrating Your RealSatisfied Account
Codeless
Advanced Website Customization
Classic
Lead Text Notifications Using Gmail
[Video] Embedding A PDF or File To A Page
Custom pages for recent sales/open houses
Adding a GIF To Your Home Slideshow
Tricks for Speeding up a Slow Website
Adding Facebook Messenger to your site
Adding a Chat Widget to Your Site
Adding Google Tag Manager
Adding a Google Maps location to your Contact page
Adding a Logo to Your Site's Footer
Codeless
Advance Broker Customizaion
Classic
Branding Your Dashboard With Your Company Logo
Invite Agents to your Broker Subscription
[Video] Creating an Agents Page
Creating an Agents Roster Page on Your Office Site
Removing an Agent from your Broker Account
How To Order Agents within your Agent Index Page
Creating an Office Page
Codeless
Keller Williams Edition
RE/MAX Edition
NAR Edition
How To
Agent Core Free Trial
Upgrade your NAR account to the Agent Core Edition
Download Your Custom Content
Information
General
NAR Edition: Editing the About page
NAR Edition: Global filters
NAR Edition: Adding a Testimonials Page
NAR Edition: Creating a new Account
NAR Edition: Requesting IDX
NAR Edition: Adding Social Networks
NAR Edition: Basic Lead Capture
NAR Edition: Blog Posts
NAR Edition: Pointing Your Custom Domain To Your Placester Site
NAR Edition: Adding Certification Logos to the Footer of Your Site
NAR Edition: Chicago vs. Highland
NAR Edition: Viewing Your Slideshow
[Video] NAR Edition: Editing your subdomain
Highland Theme
NAR Edition's Highland Theme: Editing Contact Details
NAR Edition's Highland Theme: Featured Listings
NAR Edition's Highland Theme: Editing An Area Page
Chicago Theme
Publishers
Campaigns
Trouble Publishing a Publisher Featured Agent Ad?
Creating a Community Page or Homepage Slideshow Ad for Publishers
Creating a Listing Search Widget
Creating an Autogenerated (Bulk) Widget Campaign
Creating a Featured Agent Ad for Publishers
Campaign Ad Image Requirements
Creating a Spotlight Listing Ad for Publishers
Publisher FAQs
Assets Required to Set up Placester Publisher Campaigns
Native Publisher Ads FAQ
Creating a Search Listing Campaign
Creating a Featured Office Ad for Publishers
How to Resize and Crop Headshots
Creating an Autogenerated (Bulk) Search Campaign
Campaign Manager FAQ for Publishers
Website
Listings FAQ
Providing Placester Custom Header & Footer Code
Menu FAQ
Creating an External Home Search Widget
Populating Community Pages
Promoting Your New Real Estate Section
Publishers: How to Launch Your Placester Real Estate Section
Feeds FAQ
Placester homepage: Publisher Real Estate News RSS
Launching Your Site FAQ
Community Pages FAQ
For Publishers: How to Report a Missing Listing
How to Resize and Crop Images
Display Ads FAQ
Compliance
Customizer
Customizer: Creating a Blog Post
Customizer: Adding your Google AdWords Conversion Label and ID
Customizer: Using Custom Lead Capture
Customizer: Adding a Chat Widget to Your Site
Customizer: Editing an Existing Page
Customizer: Mapping your GoDaddy Domain to Placester
Customizer: Requesting an IDX Integration
Customizer: Adding a Logo to the Header & Footer
Customizer: Adding HTML to a Page
Customizer: Creating a New Page
Customizer: Adding a Meta Description & Meta Title to your Home Page
Customizer: How to set up Video module
Customizer: Adding Videos to Pages and Posts
Customizer: How to Set Modules, Manage their Options, and Build Presets
Customizer: Adding Photos to Pages and Blog Posts
- All Categories
- Leveraging Placester's Basic CRM
- Classic
- Lead Management
- Creating Groups
Creating Groups
This article will show you how to create groups within the Leads feature of your Placester account.
What is a Group?
A Group is a collection of agents that you've grouped together for managing leads. A Group could consist of agents from the same office, a team who work in a specific area, or a sales or rental team.
CRM > Groups
To find your groups, go to the App icon and click the CRM tab, then scroll down to Groups on the lefthand side.
Creating a Group
To create a new Group, click the gray + (plus) button.
First, give the Group a name, select a Source, choose a Plan and click Save.
Once the Group has been created. You will receive a routing email to route leads from an outside source.
If you have a Broker Subscription with us, you have the ability to add Agents to the group. If you would like to add Agents, just scroll down and click the + sign next to Agents on the Groups page then select the Agents you want to add to the Group and click Save when finished.
Your new Group is complete.
Need More Help?
If you have additional questions about adding your logo, let our support team know at support@placester.com.
