Caitlin
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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...
Send An SMS Via The Inspections Section
The Inspections section lets you send SMS messages directly to people who attended an open inspection. You can send messages individually by adding a saved template, manually typing out the message...
Create An SMS Campaign
SMS campaigns are a direct and effective way to reach your contacts at the right moment. In Grow CRM, you can build and send SMS campaigns to targeted contact lists, making it easy to keep potentia...
Connect An Email Address To Your Profile
To send emails from Grow CRM using your own address, two things need to be in place: a verified email domain and an email address connected to your profile. Without these, emails will send from nor...
Why Are My Emails Are Sending From Noreply@phoenixsoftware.io?
If your email design or campaign is sending messages from noreply@phoenixsoftware.io, your email domain hasn't been verified and an email account hasn't been connected to your profile.Follow the st...
Send An SMS Campaign
Once you're ready to send, PropertyMe offers two ways to send an SMS campaign. Sending via the Contacts List will require you to create a new SMS campaign, while sending via the SMS Campaign Sectio...
Mark A Purchaser AML Check As Complete Or Failed
The AML Check feature allows you to update the outcome of a purchaser AML check directly from within a contract in Grow CRM.Once a purchaser AML check has been processed, it will need to be marked ...
Create A Purchaser AML Check
The AML Check feature enables you initiate and manage AML compliance checks for purchasers directly from within a contract in Grow CRM. When creating a purchaser AML check via a contract, the check...