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Caitlin

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Articles

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  • Add A Document To An Email Campaign

    Easily attach a document that your Email Campaign recipients can download by using a Button content block in your email design.This article will guide you through attaching a document to an email d...

  • Add An Ignite Apply Now Link Within A Workflow

    Within PropertyMe Grow CRM, you can update a workflow and add an application link to Ignite by simply adding the merge tag into the email step of the workflow.For this to work, Grow CRM must be you...

  • Upload A Document To A Listing

    Keep your listing documents organised and easily accessible by uploading them directly to the listing within Grow CRM.This article will guide you through uploading a document to a listing. On the s...

  • Manually Add A Registered Attendee To An Inspection

    If a potential buyer has informed you they wish to register for an inspection, you can register them as an attendee for the inspection directly.This article will guide you through manually adding a...

  • Schedule An Inspection

    Once you are ready to start scheduling inspections for a listing, you can easily create as many inspections as required from within the listing.This article will guide you through scheduling an ins...

  • Create A Recurring Email Newsletter

    Save yourself time during your day by automating your marketing communication. Grow CRM lets you set up an automation that sends your newsletter email design template on a recurring schedule at you...

  • Agent Box Data Import

    The Agent Box Data Import migrates your existing Agent Box data into your Grow CRM account. The import uses data exported from Agent Box (CSV format) to create the corresponding record within your ...

  • Eagle Data Import

    The Eagle Data Import migrates your existing Eagle CRM data into your Grow CRM portfolio. The import uses data exported from Eagle CRM (CSV format) to create the corresponding record within your Gr...

  • Manage PM → Grow CRM Data Sync

    The Manage PM → Grow CRM Data Sync automatically connects your property management data with your CRM. This means your contacts, properties, owners and tenants are kept aligned across both systems,...

  • Create An Email Design

    Keep your email communication on-brand and consistent among team members by creating an email design template using the Email Designer. The Email Designer lets you create templates for one-off emai...