Kylie G.
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Articles
Recent activity by Kylie G.-
Import Contacts to MoxiImpress from Dropbox
These instructions assume that you already have a Dropbox account and that you have a contacts file stored in your Dropbox account. If you do not yet have a Dropbox account, visit dropbox.com to si...
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Import Contacts from Gmail into MoxiImpress
To import contacts from your Gmail account: Click on Contacts in the main menu. Click on the Import Contacts button in the left column of the page. Click Select Existing and select an existing g...
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MoxiEngage Overview and Initial Setup
The MoxiEngage CRM is centered around the sphere selling methodology because an agent’s sphere is what makes your business world go round. It leverages property data, encourages long-term lead nurt...
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Adding Tasks to Your To-do List Dashboard Module
Keeping yourself on track is so important for a successful business and your MoxiEngage Dashboard has a To-do List to help you do just that! You can now add all your tasks and view them right from ...
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Engage Dashboard Overview: Agents
The MoxiEngage CRM is centered around the sphere selling methodology because an agent’s sphere is what makes your business world go round. It leverages property data, encourages long-term lead nurt...
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Creating a New Contact in Engage
Quickly and easily create a new contact for a client directly in MoxiEngage. This contact will also appear in your Moxi Sync email so you will be able to access their information no matter what con...
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Adding an Individual to Groups
You can add a single person to more than one group to easily manage your sphere and communicate with them. Adding an Individual to Groups from Contact Card 1. From the client's contact card, choos...
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Creating a New Group in Engage
Do you have baseball fans that you would like to send a special note to on Opening Day? Or a selection of people you wish to send a postcard of your Just Listed or Just Sold properties? You can u...
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Editing a Contact
Your people are your sphere and the core of your business. The MoxiEngage CRM is centered around the sphere selling methodology because an agent’s sphere is what makes your business world go round....
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Importing Contacts Directly via CSV File
Contact Import Template.CSV The MoxiEngage CRM is centered around the sphere selling methodology because an agent’s sphere is what makes your business world go round. It leverages property data,...