Help Desk

There may be times where you would like to export the contacts you have in your STELLARMLS Matrix account and bring them into the CRM. Below are instruction...

If you have contacts in an email account other than Smith & Associates email, you should be able to export them to a file in order to import them into y...

Sign into your SmithCRM - selecting the Google Option Select Seller Reports Select Create Seller Report Under Seller Report Name you can enter the prope...

If you are looking to access the full image library of branded graphics, CLICK HERE & follow these simple steps: 1. Click the orange "G+"...

Login to The Orange Under Login > Impress If your listing has not gone live yet you can manually create a fact sheet by heading to DESIGNS If your li...

Before creating form letters you will need to create a category to place your custom form letters, how to create category. Form Letters Select Form Letter...

Categories When navigating to the Form Letters section you will be initially brought to the Categories page. Categories are how we organize and file away ...

Uploading an Image To upload an image to the MoxieManager you will need to go to a CRM page that includes the WYSIWYG editor,  and select the "image&q...