AgentVerified

Start Here

Welcome to AgentVerified CRM. Follow these steps to get set up.

  1. 1

    Log in to your CRM

    Use the login link and password from your welcome email.

    Your Launchpad setup guide after you log in
    Your Launchpad setup guide after you log in
  2. 2

    Complete your profile

    Add your name, photo and contact info so clients know it's you.

  3. 3

    Set your time zone

    This makes sure appointments show at the right time.

  4. 4

    Connect your calendar

    Link your Google or Outlook calendar to avoid double bookings.

    Connect your calendar from Settings → Calendars → Connections
    Connect your calendar from Settings → Calendars → Connections
  5. 5

    Set your availability

    Choose the days and hours clients can book with you.

  6. 6

    Connect your email

    Send and receive emails right from the CRM.

    Set up your email in Settings → Email Services
    Set up your email in Settings → Email Services
  7. 7

    Texting & calling (optional)

    Turn on texting and calling. Registration (A2P) may be required.

    Manage your phone numbers in Settings → Phone System
    Manage your phone numbers in Settings → Phone System
  8. 8

    Import your leads

    Upload a spreadsheet of your leads in a few clicks.

  9. 9

    Get help anytime

    Submit a ticket and our team will reply by email. We're here for you.

    Submit a ticket →