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03 Nov 2018

Tuto: Add a list of contacts





On the store homepage: 


  • Click on your name and picture in the top right corner of the screen "Hello {Your First Name / Last Name}"
  • Display the drop-down menu with the small arrow next to your name;
  • Click on the "My Contacts" section;
  •  Then on "Add a list of contacts";
  •  You will be able to name this list at your convenience;
  • The list will then show up, you can change it’s title by clicking on the "edit"icon, or add members to the list by clicking on the "list" icon next to it;
  • Then you can either: manually enter your contacts (last name, first name, address, ...) or export an Excel document template, then import your Excel document containing the recipients' details from your computer / note that the system is compatible with Prospect lists.

And...done deal!

And if you still have some struggles, do not hesitate to contact us!

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Create and promote your digital brand
22 Jan 2019
Create and promote your digital brand
With more than 16,000 brokers in Quebec, standing out from the crowd can be a challenge. If having an impeccable customer service is essential, a broker must also know how to promote their brand.