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AgentOS doesn't have an automatic, ongoing sync with Mailchimp, but you can move your contacts between the two using a CSV file, in either direction. What you'

No, by default only the account admin can see all agents' data. Agents with standard permissions can only see their own contacts, leads, and transactions. What

AgentOS automatically emails you before important transaction deadlines. Reminders are sent 7, 3, and 1 day before Due Diligence, Inspection, Appraisal, and Closing dates.

Homeowners tracks a client's home value and equity over time and gives them their own private portal with maintenance reminders and your contact info. Add them

When creating a listing or buyer transaction, you can only enter one primary contact. To add a second contact (like a spouse or co-buyer), you'll add them separ

Create a listing or buyer transaction from the Dashboard, Listings, or Buyers page. On mobile, use the + button. Once the deal is created, you can manage its key dates, tasks, notes, documents, and other transaction details in one place.

Add a Custom Date Slot under Settings if you track a date AgentOS doesn't have built in, like an HOA approval deadline. Once added, it shows up on new deals, in

If you know your current password, you can change it under Settings > Profile. If you cannot sign in, use Forgot password? from the AgentOS login page instead.