Add Supplemental Listing To Your Website Instructions for adding a supplemental listing to your website using AgentWebsite + Pro IDX + CRM. Follow the step-by-step guide.
Agent CRM Lead Rating Agent CRM's lead rating feature uses behavior data to prioritize leads effectively based on their activity, helping you focus on valuable opportunities.
Assign and Track Lead Type In Agent CRM Learn how to assign and track lead types in Agent CRM. Classify leads as Buyer, Seller, or Renter, and filter by type for easy organization.
Change Your IDX Password Learn to change your iHomefinder IDX password for AgentWebsite Control Panel and Max For Real Estate Mobile App with these step-by-step instructions.
Configure IDX Email Header And Footer Learn to add logo, photo, and contact info to IDX emails step by step. Customize your branding in automatic emails for listings and market reports.
Configure IDX User Registration Guide for configuring IDX user registration prompts on your website to generate buyer leads. Follow step-by-step instructions in this article.
Connect Multiple IDX Feeds To Your Website Learn how to connect multiple IDX data feeds to your website but be cautious of duplicate listings and limitations with advanced search.
Create a New Agent CRM To Do Task Learn how to create tasks in Agent CRM to manage workload and associate tasks with specific leads. Step-by-step guide for creating new tasks.
Delete Agent CRM To Do Tasks Learn to delete Agent CRM To Do tasks in Control Panel. Navigate to Leads > To Do, hover over task, click trash icon, confirm deletion.
Edit a Group of Leads in Agent CRM Learn to edit, delete, and download a group of leads in Agent CRM. Manage multiple leads efficiently with simple steps.
Enable Automatic Campaigns Learn how to automatically subscribe visitors who register on your site to a drip email campaign using the AgentWebsite Control Panel.
Enable Texting Learn to enable automated texting from your CRM by setting up a texting number and managing campaigns in this step-by-step article.
Filter and Sort Agent CRM To Do Tasks Learn how to filter and sort tasks in Agent CRM to find tasks quicker or group related tasks. Available only for Agent CRM product users.
Filter Leads in Agent CRM Discover how to filter leads in Agent CRM by criteria like lead type, status, source, and tags. Access and use filter options in this informative guide.
Fix IDX Photos Not Showing Fix IDX property photo display issues by checking browser extensions and adjusting Microsoft Edge settings as outlined in the article.
IDX Lead Forwarding for Developers Understand how to send lead data as XML POST from AgentWebsite IDX for developers to map into the correct API call. Only for IDX subscribers.
IDX Listing Page Views (Hits) Learn to track views on your active IDX property listings on your website using the AgentWebsite Control Panel.
Import Leads / Contacts Learn to import leads/contacts to CRM, prepare lead list, and monitor lead activity in Control Panel and Max mobile app.
Install The 'Max For Real Estate' Mobile App Learn how to install the 'Max For Real Estate' Mobile App with instructions for Apple, Google phones, or scanning QR code. Need help logging in?
Log in to Pro IDX + CRM Learn how to log in to your Pro IDX + CRM dashboard: log in to AgentWebsite Control Panel, click IDX on the top blue bar.
Send An Email Blast (500 or more CRM contacts) Tutorial on sending email blasts to 500+ CRM contacts. Watch the video for step-by-step guidance. Great for managing large contact lists.
Set Up Agent CRM Email and Calendar Integration Guide to setting up email and calendar integration for Agent CRM with Gmail, Outlook, Yahoo, iCloud, and other providers. No frills, just facts.
Set Up IDX > Zapier Integration Set up IDX > Zapier integration with AgentWebsite. Access Zaps in your IDX Control Panel or directly in Zapier for automation.
Set Up IDX Lead Forwarding Learn to set up IDX lead forwarding in AgentWebsite, including Zapier integration and email parsing for lead management services.
Star a CRM Lead Learn to mark important leads in Agent CRM. Navigate to a lead in Control Panel & click the star icon to highlight it. Remove the star as needed.
Subscribe CRM Leads to a Market Using Tags Guide to subscribing CRM leads to a market using tags in the AgentWebsite Control Panel. Follow step-by-step instructions with visuals.
Texting Overview Get guidance on using text messaging with AgentWebsite + Pro IDX + CRM. Set up texting number, configure campaigns, and view lead responses.
To Do List in the Agent CRM Learn how to manage tasks, associate with leads, mark as completed, and view overdue tasks in the Agent CRM To Do List feature.
Track your CRM Leads by Pipeline Stage Learn to track CRM leads by pipeline stage, update statuses, filter leads, and review sales pipeline in this help article.
Troubleshoot "Missing Listings" Learn how to troubleshoot missing MLS or IDX listings on AgentWebsite. Submit MLS numbers to support. Refresh page for manually entered listings.
Understanding the CRM Dashboard Understand CRM Dashboard metrics for lead and business health. This article explains charts, percentages, and actions on the page.
Use CRM Lead Tags Learn how to apply and filter CRM lead tags in the Agent CRM to track, filter, and categorize your leads effectively.
View and Edit an Agent CRM Task Learn to view and edit tasks in Agent CRM. Access tasks in Control Panel > IDX > To Do. Edit by clicking task title or description. Save changes.
