General Questions, Security, Sign Up, Backup
- Is there a fee to sign up or cancel?
- Who are some of your clients and may I see their websites?
- Can I install EasyBroker on my server?
- Can I export a backup of my data?
- Where are your servers located?
- How long have you been in business?
- Is my data private and safe and who owns it?
- Will you ever provide other brokers access to my private information such as leads?
- How often do you backup your data?
Billing, Upgrading, Downgrading, Canceling
- How do I upgrade my plan?
- What credit cards or check cards do you accept?
- Do you accept other methods of payments besides credit cards?
- Why am I getting a payment not authorized error?
- How do you ensure that my credit card information is safe or won’t get stolen?
- What happens if I downgrade my account?
- How do I cancel my account?
Getting Started, Tasks, Notes, Relationships
- How do I get started?
- What are notes?
- What are tasks?
- How do I track phone calls?
- What are relationships?
- What is the history of a record?
- How do I view my tasks in Google Calendar?
- How do I view my tasks in my Outlook calendar?
Leads and Contacts
- What’s the difference between Contacts and Leads?
- When do I convert a Lead into a Contact?
- What does the “via somesite.com” mean?
Property and Listing Management
- How do I create and publish a real estate listing?
- How do I manage the sale or rental of a property?
- On what real estate portals do you publish my property listings on?
- What are the requirements for publishing listings on the EasyBroker network?
- How do I create Craigslist ads for my listings?
- How do I specify who the owner of a property is or who is interested in a property?
Importing and Exporting
- How do I import contacts or leads?
- How do I export contacts and leads?
- How do I import property listings?
- Can I import images for all of my properties at once?
- How do I export property listings?
Working With Email
- How do I send email to my EasyBroker account?
- Does EasyBroker include email accounts?
- How do I setup Google Apps for email?
- How do I email properties to clients?
Creating, Updating, and Configuring Your Website
- Do I have to host my website with EasyBroker?
- Can I build several targeted websites?
- Can I remove the EasyBroker banner at the bottom of my website?
- Can I remove the EasyBroker logo from my website?
- How do I use my own domain with my EasyBroker website?
- How do I configure my nameservers with GoDaddy.com?
- How do I create my website?
- How do I edit web pages on my website?
- How do I add a meta description or keywords to my web page?
- How do I edit the main menu of my website?
- How do I change the photos of the main page in my Archetype theme?
- How do I mark a property as featured?
Still Have Questions or Need Help?
Feel free to contact support if you need further assistance.
