Caitlin
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Create A Contract
Once an offer on a listing has been accepted, the next step is to create a contract to formally record the sale details. PropertyMe lets you create a contract either from the Contracts section or d...
Reopen A Completed Task
Whether it was ticked off by mistake or requires further action, sometimes a task marked as complete needs to be reopened.This article shows you how to reopen a completed task, either from the Task...
Mark A Task As Complete
Marking a task as complete helps keep your CRM up to date and ensures your team always has an accurate view of outstanding work. Whether you're working from the Tasks section or directly within a p...
Export Contacts As A CSV File
Exporting your contacts as a CSV file allows you to download your Grow CRM contact data for use outside the platform, whether that's for reporting or backing up your records. This article walks you...
Edit A Task
Tasks help keep your team organised and on track, but details can change after a task is created (a due date might shift, a different team member may need to take ownership, or extra context might ...
Create A Task
Tasks help you stay on top of your to-do list by capturing actions, follow-ups, and reminders against a contact, property, listing, appraisal or contract. Once created, tasks appear in your task li...
Delete A Contact (Individual & Bulk)
Contacts can be deleted from Grow CRM either individually or in bulk.Deleting a contact permanently removes it from your system, so make sure the record is no longer needed before proceeding. This ...
Merge Duplicate Contacts
Duplicate contacts can build up over time, whether from manual data entry, imports, or contacts being created across different parts of the system. Keeping them in check helps maintain a clean, acc...
Send An SMS Via The Calls Section
The Calls section lets you send SMS messages directly to contacts associated with a call. You can send messages individually by adding a saved template, manually typing out the message, or let AiMe...
Send An SMS Via The Notes Section
The Notes section lets you send SMS messages directly to contacts associated with a note. You can send messages individually by adding a saved template, manually typing out the message, or let AiMe...