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Centiva CRM for real estate brokers

Installation

Centiva CRM for real estate brokers

Centiva CRM for real estate brokers

Installation

How to start your installation?

Calendar

How to create an appointment on a calendar?

How to block specific days or hours on a calendar?

🎖️How to Create Appointment Scheduling Calendars

How to connect your Calendly account to your Centiva CRM?

How to hide the details of a third-party calendar by enabling private mode in your Centiva CRM?

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Contacts

How to add a contact?

How to share contacts and opportunities easily with followers

How do I add an assistant?

How to Export Your Prospects Contacts

Communication

How to add a note?

How to add a task?

How to use an email template?

How to synchronize your email inbox?

🎖️How to Create an Email Template

🎖️How to Create an SMS Template

🎖️How to Create and Use Trigger Links in Your SMS and Emails

How to Connect Your Google Business Profile Account

🎖️How to Install a Live Chat for Your Website

Comprehensive guides for real estate buyers and sellers

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Notifications

How to manage your notification preferences?

Configuration of Daily Task Notifications by Email

Opportunities

How to add an opportunity?

🎖️How to create a new pipeline in your Centiva CRM?

How to edit a pipeline in your Centiva CRM?

Custom fields

🎖️How to create a custom field in your Centiva CRM?

Third-party integration

How to connect Centris to your CRM to automatically import your leads?

Phone and SMS

How to set up multiple phone numbers and direct them to the right team members?

How to buy and set up a phone number in your CRM?

How to set up your automated SMS messages?