Communication is key in the Real Estate profession. That's why your Elevate program provides the ability to make calls and send text messages directly from your CRM, with no hassle. But first, you will need to establish a VOIP number. Check it out, and let's start contacting those clients:
*Note: In order to make phone calls or text a lead from your Elevate CRM, you will need to select from a VOIP phone number to perform this action. VOIP numbers must be unique. You can not pick a VOIP number that matches a currently existing number (for example, your cell or landline).
Selecting a VOIP Number
1. After you're logged into your Elevate CRM (https://crm.yourelevate.com), select the "Profile" link on the left-hand column.
2. Click the Select VOIP phone number link from this section.
3. To ensure that all VOIP phone numbers are available in your area, make sure to leave the Phone Number and Area Code blank on the left menu. Select a State and then click the Search button below. This will populate all of the available numbers in the area.
To select a VOIP number to your Elevate account, click the Choose Number button to the right.
Using Your New VOIP Number
Once your VOIP number has been established, you will be able to call and text clients directly through the system. Our system will document your text history and make a note of any calls made.
To perform a call or text, navigate to the client's profile by clicking on their name within your CRM. Next, click either the "text" icon or the "call" icon. If you choose to call, you will receive a call to your cell phone from our VOIP system asking you to hold while it connects you to the person you're attempting to contact. Any person you contact will see the VOIP number when calls or texts are made.
To Delete Your Current VOIP Number
Please contact our support team at email@example.com. Releasing a VOIP number must be done by a member of our team as this option is not currently available to agents.