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Build Better Relationships with our Streamlined Client Summary
Here at Wise Agent, we have been very busy redesigning the Client Summary pages – not only streamlining the existing features, but also adding many important tools to help you build better relationships with your client database.When you click on a client’s name from anywhere in the program, you will be directed to their Summary page.  Now the client’s contact information appears at the very top of the page, without wasted space for information you do not have.  The buttons that were formerly across the top have now been moved to a single “Actions” drop-down menu, also saving space and reducing scrolling.  Also, you can easily add a photo of your contact to their record right from any of their social media profiles.  (Check out the full post about the Client Summary’s New Look for more details.)One of the new additions is the ability to Rank your clients.  How do you decide how to best spend your marketing time and budget?  Many of the top real estate coaches across the country have been teaching of the importance of ranking the contacts in your database.  Let’s say, for example, that you want to take one client out to lunch per month.  Ranking ... more

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