Brivity Help Center

Back to home

Brivity Help Center

Brivity Transactions

Brivity Transactions

Save 50-70% of your time with every transaction by automating texts, emails, and tasks based on custom dates and times.

Getting Started with Transaction Management

Import Past and Current Transactions

Save 50-75% of your time with Auto Plans.

Brainstorm: Transaction Auto Plan Steps

Customize Roles on Transactions

Add Custom Dates (Milestones)

Time Placeholders for Custom Dates

Transaction Financials

Social Media Marketing Frequency Settings

Add a Listing Transaction

Add a Buyer Pending Transaction

Understanding a Transaction Dashboard

Showing Feedback, Notes, & Documents

Utilizing Communication & Conversations

Building Property Action Plans CRM ONLY

See more

Daily Management of Transactions

How to Find a Transaction Using the Search Feature

What Does "Published" Mean On a Transaction?

Publish or Unpublish a Transaction

Update the Status for Your Transactions

Manage Who Has Access to a Transaction

Managing Tasks

Viewing Tasks and Timeline

View, Add and Update Showing Feedback

How to Add and Use Notes On a Transaction

Conversations in Brivity

Advertising Plans

Brivity Calendar

Permanently Delete a Transaction

Apply Action Plans to a Transaction CRM Only

See more

Client & Collaborator Roles in Brivity

Add Clients/Collaborators to view transactions

Client Portal Flyer

Incorporating Collaborators

Add Collaborators to a Transaction

Client and Collaborator Login History

Manage Update Emails for your Clients & Collaborators

How to re-send a Viewer's Welcome email

See more

Marketing and Advertising

What is the Difference Between Advertising and Marketing?

Market Listings Directly from Brivity

Advertising Action Plans

How to Use the Marketing Page to Create ActiveRain or Blog Posts

Post listings to Craigslist

Fix Craigslist Posting Error

See more