Contacts
How to manage your contacts within Brokeredge
- Managing Contacts in Brokeredge
- How to Import Contacts into Brokeredge
- Install Brokeredge as a Mobile App
- Custom Contact Journeys
- Sync Contacts with Google or Outlook
- How to Merge Duplicate Contacts
- Active Lead Sub-Statuses
- See Contacts Who Have Unsibscribed and Manually Set Contacts as Unsubscribed
- How to Use the Gmail Plug-in with Brokeredge
- Using Contact and Mortgage Tags
- Mass Updates to Contacts & Mortgages
- Creating a Custom Contact View
- How to Stop all Future Emails to a Specific Contact - Do Not Contact
- Life & DI Insurance Tracking
- How to Add a New Lead Source