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Buyers/Agents Database Overview

Written by Anthony Estrada

Step 1: Open the Buyers Module

Log in to REsimpli and navigate to the Buyers section from the left-side panel.

The Buyers module is located under the Contacts section.

Step 2: View Buyer Contacts

Inside the Buyers page, you can view all buyer contacts added to the system.

From this section, users can:

  • Send SMS

  • Make calls

  • Manage buyer communication directly within REsimpli

Step 3: Add Buyers Manually

To add a single buyer:

  1. Click Add Buyer or Agent

  2. Enter the buyer information

  3. Save the contact

Step 4: Import a Buyers List

To bulk import buyers:

  1. Click the Bulk Import icon

  2. Upload the buyers file

  3. Complete the import process

Step 5: Filter Buyer Contacts

To filter buyers:

  1. Click Manage Filter

  2. Select Add Filters

  3. Choose filter parameters

Example Filters:

  • Target City

  • Target State

  • Target ZIP

  • Tags

Step 6: Apply the Filters

  1. Configure the filter values

  2. Click Continue

The system will display buyers matching the selected filters.

Step 7: Select Buyer Records

To perform bulk actions:

  1. Select buyer records individually

  2. Or click Select All Records

Step 8: Use Bulk Actions

Click Selected Action to access available actions.

Available Bulk Actions:

  • Delete Selected

  • Export Selected

  • Send Bulk SMS

  • Mark as VIP

  • Remove VIP Status

  • Add Tags

  • Remove Tags

  • Add Target Cities

  • Remove Target Cities

  • Add Target ZIP Codes

  • Remove Target ZIP Codes

  • Add Target Counties

  • Remove Target Counties

  • Add Target States

  • Remove Target States

Step 9: Send Bulk SMS

To send bulk SMS campaigns:

  1. Select buyer contacts

  2. Click Selected Action

  3. Choose Send Bulk SMS

Important: Bulk SMS requires a Toll-Free phone number.

Step 10: Add a Toll-Free Number

Before sending bulk SMS campaigns:

  1. Add a Toll-Free number to the account

  2. Use the Toll-Free number for buyer SMS marketing campaigns

Result

The Buyers module allows users to:

  • Manage buyer contacts

  • Import and organize buyers

  • Filter buyer lists

  • Send SMS campaigns

  • Export buyer data

  • Perform bulk contact management actions

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