Contacts, CRM, and Check-In App
By Oneeb and 1 other2 authors20 articles
- How are the rank buckets of "High", "Medium", and "Low" defined?
- Bulk Email
- How do I adjust home values?
- How do I download a list?
- How do I remove/unremove someone from my list?
- How do I update information for a contact?
- How are the levels of "relationship" defined?
- What property information can I update, and how do I do it?
- How can I verify a home value?
- How can I use the map located on the Performance Dashboard?
- How Can I Delete a Lead?
- What is Included in the Performance Page of the Dashboard?
- How are lead follow up actions determined and what are their time frames?
- What is the Lead Funnel and how can I use it?
- How do I reassign a respondent into a different Lead Category?