The Import option helps you import contacts from Excel or CSV files into iMaxPropertyCRM. To import contacts, Once you select Contacts on the top of the main page, immediately it would land you where you can see Import option. Click Import. Select Browse, Choose file to import. Fill out […]
How to Import Company details
The Import option helps you import contacts from Excel or CSV files into iMaxPropertyCRM. To import company details, 1. On the Company tab, click on the Import option.The Import page is displayed. 2. Click on Choose File. Note: Ensure that the xls file selected is correct and does not have additional […]
How to Import Client Requests
The Import option helps you import client request details from Excel or CSV files into iMaxPropertyCRM. To import contacts, 1. On the Client Request tab, click on the Import option. The Import page is displayed. 2. Click on Choose File. Note: Ensure that the xls file selected is correct and does […]
How to Create/Edit Templates in iMaxPropertyCRM
The Templates option helps you create various templates for your contacts. To create a template, 1. On the page, click on the Templates option. The Templates page is displayed. Here you can create the various templates. 2. Select the template you want to create. 3. Enter the following details based […]
How to integrate iMaxPropertyCRM with Mailchimp
iMaxPropertyCRM integration with Mailchimp will allow you to send emails and campaigns to a particular segment from your database. To do so, 1. On your iMaxPropertyCRM account, navigate to <Accountname>–>My Profile. 2. Click on MY SETTINGS. 3. Under Integration, enter your Mailchimp API key. To know more on generating your […]
How to Integrate iMaxPropertyCRM with Google
Your iMaxPropertyCRM account can easily be integrated and synched with Google apps such as Gmail, Google Calender, etc. All your meetings and events will be automatically synched and displayed on your iMaxPropertyCRM account. To do so, 1. On your iMaxPropertyCRM account, navigate to <Accountname>–>My Profile. 2. On the My Profile […]
Getting Started for Brokers and Agents
1. Signature Setup To set up the signature click on My Profile . Now go to My Settings.Once you are on the Setting screen ,enter your signature details in to the Email Footer. You can also enter your Name, email, phone No, website url and any of your social media ink then […]
How to upload image and insert into email template
Follow the steps to upload image and insert into email template Go to http://imgur.com/ and click upload images 2. Click Browse your computer to load image from local computer . 3. Select the image from local computer 4. Click Start Upload to upload the image. 5. Get the Direct Link of […]
How to insert a video into an email template
When you have video content, typically the easiest way to market it is to let it speak for itself through trailers, teasers and clips. But when you’re trying to market it via email, this is impractical due to the number of email clients that block emails containing iFrames. So how […]
Client Requests
The Client Requests option helps you configure the client/buyer request details in iMaxPropertyCRM. On the client requests tab, you can: Create/Edit a Client Request Search Client Request Create/Edit a Client Request To add a new client request, 1. On the Client Request tab, click on the New Client Request option.The New […]