The Paperless Agent

The Paperless Agent provides an amazing tool for our Agent Marketing Concierge (AMC) members in which they are able to view the contacts used in their month...

To access your Contacts Manager tools, login to your AMC Dashboard and select the "Contacts" tab. In this view, you will be able to insp...

Select a contact by clicking the record in the middle panel. The specific contact information for that record will appear on the right-hand side. The re...

The following file formats are accepted for importing contacts: .VCF & .CSV. File data must include headers with at least: First Name, Last Name, an...

The Sync Manager is where you will finalize your import before adding it to your database.       The Upload Completed panel on the left-hand side will ind...

To sync your contacts from Google and/or Apple, navigate to the left-hand side of the Contacts page and select the green ‘Sync Your Phone’ button located un...

Click the green ‘+’ icon next to Add New Contact to make a manual entry. Enter the contact record’s First Name, Last Name, and Email address (phone numb...

Select a contact by checking the “white box” next to the record’s Name in the middle panel. A red button will appear above the contact list: ‘Delete’. ...

Select a contact by checking the “white box” next to the record’s Name in the middle panel. A blue button will appear above the contact list: ‘Download’...

Select a contact by clicking the record in the middle panel. The specific contact information for that record will appear on the right-hand side. Clicki...