<p><img alt="crm-settings-for-vacation-real-estate-agents" src="/images/blog/crm_settings_for_vacation_real_estate_agents.png" style="width: 1200px; height: 630px;" /></p>
<h2>Set Your CRM to Vacation Mode: Wise Agent Tools That Keep Real Estate Deals Moving</h2>
<p>Time off in real estate can feel impossible—but with the right systems in place, your business doesn’t have to hit pause just because you do. With the right CRM setup, your business can keep running while you unwind, unplug, and enjoy that well-deserved time off.</p>
<p>Wise Agent’s <strong><a href="https://wiseagent.com/blog/wise-agent-crms-real-estate-team-solutions">Team Features</a></strong> and <strong>Marketing Automation</strong> tools allow you to assign leads, automate follow-ups, and send notifications to your team— so no one misses a beat.</p>
<h4>Here’s how to set up your Wise Agent account for a worry-free vacation:<br />
</h4>
<h3>1. Organize Your Team with Inside and Outside Roles</h3>
<p>If you haven’t yet built out your <strong>Inside and Outside Teams</strong>, now’s the perfect time. Here’s a quick refresher:</p>
<ul>
<li><strong>Inside Team Members</strong>: Licensed agents or assistants you’ve added to your Wise Agent account. They can be assigned leads, access shared contacts, and collaborate directly in your CRM.</li>
<li><strong>Outside Team Members</strong>: External contacts (e.g. transaction coordinators, buyer/listing agents, or lenders) who have a separate Wise Agent account. You can selectively share contact information with them on a need-to-know basis.</li>
</ul>
<p>This setup gives you <strong>flexibility and control</strong>—share just what’s needed, with the people who need it, at the right time.</p>
<hr />
<h3>2. Assign Contacts Before You Go—and Let Your Team Know Instantly</h3>
<p>Before you clock out, take a moment to assign active leads or prospects to the right <strong>Inside Team Member(s)</strong>. These are your licensed colleagues or staff working directly within your Wise Agent account.</p>
<p>With our latest update, when you assign one or more contacts, you can choose to notify your team with:</p>
<ul>
<li><strong>Email alerts</strong></li>
<li><strong>Text notifications</strong></li>
</ul>
<p>These handy alerts will include a direct link to the contact records. This means your team can jump in and take action right away—no guesswork, no delays.</p>
<hr />
<h3>3. Keep External Partners in the Loop with Outside Team Sharing</h3>
<p>Sometimes, your go-to help isn’t inside your account—it’s a trusted partner outside your organization. Maybe it’s a transaction coordinator, showing agent, or part-time ISA. That’s where <strong>Outside Team</strong> functionality shines.</p>
<p>Now, when you <strong>manually share a contact or group of contacts</strong> with an Outside Team member, you can also choose to:</p>
<ul>
<li>Send the usual email notification</li>
<li><strong>AND send a text alert</strong>, so they’re notified instantly</li>
</ul>
<p>No more guessing games or missed messages—everyone stays in sync, instantly.</p>
<hr />
<h3>4. Automate the Follow-Up While You're Away</h3>
<p>Don’t forget the power of Wise Agent’s automation tools while you’re OOO:</p>
<ul>
<li>Use <strong><a href="https://wiseagent.com/blog/maximize-lead-conversion-with-real-estate-drip-campaigns">Drip campaigns</a></strong> to nurture leads with emails, texts, and call reminders</li>
<li>Create <strong><a href="https://wiseagent.com/blog/lead-management-made-simple-save-time">Lead Rules</a></strong> to automatically assign and respond to new inquiries</li>
<li>Set up <strong><a href="https://wiseagent.com/blog/checklist-triggers">Transaction Checklists</a></strong> to keep important deals moving back home</li>
</ul>
<p>Combined with your Inside and Outside Team setup, automation means your business keeps moving—even if you’re lounging poolside.</p>
<hr />
<h3>5. Prep for Vacation in Just a Few Clicks</h3>
<p>Before you sign off, run through this quick checklist to vacation-proof your CRM:</p>
<p style="margin-left: 40px;"><em>✔ Assign hot leads to Inside Team members<br />
✔ Share needed contacts with Outside Team partners<br />
✔ Enable text/email notifications for all assignments<br />
✔ Set up or check automated follow-ups<br />
✔ Turn on lead rules to route incoming contacts while you’re away<br />
✔ Pre-schedule time-sensitive emails</em></p>
<hr />
<h2>Take Time Off With Confidence</h2>
<p>You work hard—your CRM should, too. With Wise Agent’s smart tools and team collaboration features, your business can stay active even when you're off the grid.</p>
<p><strong>Ready to give yourself a break—without breaking your pipeline?</strong><br />
<a href="https://wiseagent.com/secure/registration.asp?utm_source=set-your-crm-to-vacation-mode-wise-agent-tools-that-keep-real-estate-deals-moving&utm_medium=blog&utm_campaign=promo">Try Wise Agent free for 14 days</a> and experience how smarter systems and better team tools make real estate time off possible.</p>
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