Brivity CRM

Organize your Brivity CRM

Written by Savannah Dowe
Updated yesterday

Change The Email You Use To Login

Written by Savannah Dowe
Updated yesterday

Add New User - Platform Checklist

Written by Savannah Dowe
Updated yesterday

What is the Right User Type or Permissions Level for My User?

Written by Donna Reed
Updated yesterday

Brivity Systems Access & Password Changes

Written by Donna Reed
Updated yesterday

Lead Routing

Written by Donna Reed
Updated yesterday

Set up your Account Time Zone - Platform Accounts

Written by Donna Reed
Updated yesterday

Agent Websites - Brivity Platform

Written by Donna Reed
Updated yesterday

Admin Access vs. Agent Access

Written by Donna Reed
Updated yesterday

Setup Calling & Texting - Brivity Platform

Written by Donna Reed
Updated yesterday

Setup Two Way Email with Google Email

Written by Donna Reed
Updated yesterday

Why I Should Connect a Google Email?

Written by Donna Reed
Updated yesterday

Create & Edit your Email Signature

Written by Donna Reed
Updated yesterday

Set Up your Brivity CRM

Written by Donna Reed
Updated yesterday

Set Up Your Brivity Profile

Written by Donna Reed
Updated yesterday

What is the Brivity Platform?

Written by Donna Reed
Updated yesterday

Set Appointments and Send to Google Calendar

Set appointments in your Brivity CRM and send the appointment to your Google Calendar.

Written by Donna Reed
Updated yesterday

Brivity Database Standards

Written by Donna Reed
Updated yesterday

12 Smart Filter and Actions/Scripts

Use smart filters and actions or scripts to ignite your database!

Written by Donna Reed
Updated yesterday

Schedule Appointments

Written by Cory Permack
Updated yesterday

Add a video to a blog post

Written by Donna Reed
Updated yesterday

Using Brivity CRM with a Lender

Written by Donna Reed
Updated yesterday

Make a Task Contingent on a Date

Written by Savannah Dowe
Updated yesterday

Mass Apply Tags

To help make the process of tagging your database as easy as possible, Brivity allows you to apply tags to multiple contacts.

Written by Donna Reed
Updated yesterday

Using Custom Tags

Written by Donna Reed
Updated yesterday

Default Smart Filters in Your Account

Written by Donna Reed
Updated yesterday

Use Smart Filters to Create Contact Lists

Written by Donna Reed
Updated yesterday

The Brivity Dialer

Written by Donna Reed
Updated yesterday

Warning: Mass Holiday/Newsletter/Other Emails

Written by Donna Reed
Updated yesterday

Manually Send an Email

Written by Donna Reed
Updated yesterday

Images in Email Signature or Email Templates

Written by Donna Reed
Updated yesterday

Smart Email Placeholders

Written by Donna Reed
Updated yesterday

Make & Track Calls with Brivity Numbers

Written by Donna Reed
Updated yesterday

Following up with your Contacts

Written by Donna Reed
Updated yesterday

Starred Notes

Written by Donna Reed
Updated yesterday

Log Appointment Type, Time, & Outcome

Written by Donna Reed
Updated yesterday

Log an Interaction

Written by Donna Reed
Updated yesterday

Timeline of a Contact Record

Written by Donna Reed
Updated yesterday

Timeline of a Contact Record

Written by Savannah Dowe
Updated yesterday

Mass Update Agent Access

Written by Donna Reed
Updated yesterday

Change the Primary Agent on a Contact

Written by Savannah Dowe
Updated yesterday

Lead Visibility

Written by Savannah Dowe
Updated yesterday

Manually Add a New Contact

Written by Savannah Dowe
Updated yesterday

Contact Management Status Cheatsheet

Brivity makes finding the right contacts easily with segmenting by tags, status, intent, and more.

Written by Donna Reed
Updated yesterday

Brivity Message Center (Beta)

Written by Savannah Dowe
Updated yesterday

Top 10 things to do succeed with BRIVITY

Written by Savannah Dowe
Updated yesterday

Adding Statuses via Import

Written by Donna Reed
Updated yesterday

Top 10 things to do succeed with BRIVITY

Optimize how you Brivity so you can make more money, you may be sitting on a gold mine of leads!

Written by Donna Reed
Updated yesterday

Set Up Auto Plans for People

Written by Savannah Dowe
Updated yesterday

Create & Edit People Action Plans *CRM ONLY*

Written by Savannah Dowe
Updated yesterday

Ben Kinney's 66-Touch Auto Plan

Written by Savannah Dowe
Updated yesterday

Share Auto Plans with Other Accounts!

Written by Savannah Dowe
Updated yesterday

Auto Plan Dashboard

Written by Savannah Dowe
Updated yesterday

Filter by Auto Plan Applied

Written by Savannah Dowe
Updated yesterday

View Auto Plan Steps in a Contact Record

Written by Savannah Dowe
Updated yesterday

Preview an Auto Plan Before Application

Written by Savannah Dowe
Updated yesterday

Mass Apply Auto Plans (or Mass Texting)

Written by Donna Reed
Updated yesterday

Preview an Auto Plan Before Application

Written by Savannah Dowe
Updated yesterday

Manually Apply Auto Plans

Written by Savannah Dowe
Updated yesterday

Set Auto Plan Triggers

Written by Savannah Dowe
Updated yesterday

Set Up Auto Plans for People

Written by Donna Reed
Updated yesterday

Mass Apply Market Reports

Written by Donna Reed
Updated yesterday

Mass Apply Listing Alerts

Written by Donna Reed
Updated yesterday

Add a Source to Brivity

Written by Savannah Dowe
Updated yesterday

Export Contacts from Follow Up Boss

Written by Savannah Dowe
Updated yesterday

Brivity Default Lead Sources

Written by Savannah Dowe
Updated yesterday

Add Relationships in Brivity

Written by Savannah Dowe
Updated yesterday

Export Leads from Chime

Written by Savannah Dowe
Updated yesterday

Status Definitions

Written by Donna Reed
Updated yesterday

Export Contacts

Written by Donna Reed
Updated yesterday

Brivity Types

Written by Savannah Dowe
Updated yesterday

Export Contacts from CINC

Written by Savannah Dowe
Updated yesterday

Fields Included in Export Options

Written by Donna Reed
Updated yesterday

Adding Tags via Import

Written by Donna Reed
Updated yesterday

Agent Assignments via Imports

Written by Donna Reed
Updated yesterday

Performing an Import

Written by Donna Reed
Updated yesterday

Cleaning up your Database

Written by Savannah Dowe
Updated yesterday

Cleaning Up Your Database

Written by Donna Reed
Updated yesterday

Join Brivity Masterminds Group on Facebook

Written by Donna Reed
Updated yesterday

Adding Leads to Brivity via the API (Incoming)

Written by Donna Reed
Updated yesterday

Send Leads from Brivity via the API (Outgoing)

Written by Savannah Dowe
Updated yesterday

Dave Ramsey ELP Lead Capture

Written by Savannah Dowe
Updated yesterday

Zillow Lead Capture

Written by Savannah Dowe
Updated yesterday

Integrate 1,000s of systems using Zapier

Any systems that don't connect directly to Brivity, you may be able to find a connection using Zapier.com.

Written by Donna Reed
Updated yesterday

Realtor.com Lead Capture

Written by Savannah Dowe
Updated yesterday

Connect Facebook Lead Ads & Brivity

Written by Savannah Dowe
Updated yesterday

Homes.com Leads Capture

Written by Savannah Dowe
Updated yesterday

Send Leads to Brivity via Email

Written by Savannah Dowe
Updated yesterday

Integrate Lead Sources Using Zapier Email Parsing

Written by Savannah Dowe
Updated yesterday

What is Zapier? FAQ

Written by Savannah Dowe
Updated yesterday

Delete, Complete, Reassign and Update Multiple Tasks at Once

Written by Savannah Dowe
Updated yesterday

View Instructions and Notes On a Task

Written by Savannah Dowe
Updated yesterday

Editing and Completing Tasks

Written by Savannah Dowe
Updated yesterday

Setup and use Recurring Tasks

Written by Savannah Dowe
Updated yesterday

Prioritize Tasks Based on Importance

Written by Savannah Dowe
Updated yesterday

Add a Task

Written by Savannah Dowe
Updated yesterday

Receiving SPAM Calls/Texts on Brivity Number

Written by Savannah Dowe
Updated yesterday

Call activity report - Admins

Track the number of calls made per agent. Another way to help you “inspect what you expect” for your team!

Written by Savannah Dowe
Updated yesterday

Reporting - Overview of the Tasks Report

Article for Admin access users.

Written by Savannah Dowe
Updated yesterday

Reporting - Overview of the Lead Source Report

Written by Savannah Dowe
Updated yesterday

Reporting - Overview of the Agent Report

Written by Savannah Dowe
Updated yesterday

Document Storage in Brivity

Written by Donna Reed
Updated yesterday

Enable Cookies in Safari

Written by Donna Reed
Updated yesterday

Remove Users From Your Account

Written by Donna Reed
Updated yesterday

Open Up a Private Window

Written by Donna Reed
Updated yesterday

Disable Chrome Extensions

Written by Donna Reed
Updated yesterday

Email Reputation & Deliverability

Written by Donna Reed
Updated yesterday

Brivity Number Sends as "Possible Spam"

Written by Donna Reed
Updated yesterday

Photo and Document Storage Info

Written by Donna Reed
Updated yesterday

Why Aren't My Photos Uploading?

Written by Donna Reed
Updated yesterday

Leverage Your Brivity Virtual Assistant

Written by Savannah Dowe
Updated yesterday

Success tips for using an ISA or VA

Written by Savannah Dowe
Updated yesterday

Deactivating Users

Learn what happens when you deactivate a user in Brivity CRM

Written by Savannah Dowe
Updated yesterday

Does Brivity Work in All Browsers?

Written by Savannah Dowe
Updated yesterday

Brivity CRM vs. Brivity Platform

Written by Donna Reed
Updated yesterday

Request a Feature

Do you have an idea for a feature that would make life a little easier?

Written by Savannah Dowe
Updated yesterday

What Are Brivity's Support Hours?

Written by Savannah Dowe
Updated yesterday

Updating Billing After Adding/Removing Seats

Written by Donna Reed
Updated yesterday

Upgrade to the Brivity Platform

Written by Donna Reed
Updated yesterday

Brivity Billing Questions

Written by Donna Reed
Updated yesterday

Terms of Service

Written by Donna Reed
Updated yesterday

Update Your Payment Method

Written by Donna Reed
Updated yesterday

Brivity's Privacy Policy

Written by Donna Reed
Updated yesterday

Vulnerability Disclosure Policy

Written by Donna Reed
Updated yesterday

Brivity VA Client Services Agreement

Written by Donna Reed
Updated yesterday