All Collections
Contacts, CRM, and Check-In App
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?