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Delta Media Group Blog


Thursday, September 19, 2013

Manage Your Customers With Customer Labels

We have added a new feature to Customer Center and the Add New Customer interface which helps you track and sort your customers.

Some REALTORS® find it helpful to label their customers with such labels as Past Customer, Current Seller, and so on. This helps them quickly filter customers inside Customer Center, providing an up-to-date list of customers that the REALTOR® can take action on. Actions may include emailing them, calling them, adding notes, reviewing what the customer has done online the past week, and more.

This feature really gives the REALTORS® one more way to manage and organize their business.

With this update, when using the Add New Customer tool the REALTOR® can label their customer. (The screen image below shows the new Label feature.)



After adding a label, sorting and filtering your customers based on the label is easy, saving you time.  The label menu is customizable based on your preferences.

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