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  Change Calendar View in Classic

  About the Home Page The Home Tab displays your tasks at the top and your calendar in the middle. We…

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  Create or Edit an Event

  An event is a meeting on your calendar. Events can be created from multiple places throughout the CRM. To create…

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  Invite & Access Agent Portal as Realtor

  In this tutorial, we will review how to invite a Realtor to the Agent Portal and the steps they will…

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  Creating an Account & Account Names

  Every Contact must be assigned to an Account. To create a new Account from the Home page: Click on the…

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