Contacts, CRM, and Check-In App

How are the rank buckets of "High", "Medium", and "Low" defined?

Written by Oneeb Hassan
Updated over a week ago

Bulk Email

Now with our new “Bulk Email” feature within the “Contacts” section you can send out emails to multiple Contacts in a single go.

Written by Oneeb Hassan
Updated over a week ago

How do I adjust home values?

Written by Omer Hassam
Updated over a week ago

How do I download a list?

Written by Omer Hassam
Updated over a week ago

How do I remove/unremove someone from my list?

Written by Omer Hassam
Updated over a week ago

How do I update information for a contact?

Written by Omer Hassam
Updated over a week ago

How are the levels of "relationship" defined?

Written by Omer Hassam
Updated over a week ago

What property information can I update, and how do I do it?

Written by Omer Hassam
Updated over a week ago

How can I verify a home value?

Written by Omer Hassam
Updated over a week ago

Can I delete a CheckIn activity?

Written by Omer Hassam
Updated over a week ago

Can I do a Bulk CheckIn?

Written by Omer Hassam
Updated over a week ago

What is a CheckIn?

Written by Oneeb Hassan
Updated over a week ago

Does the Action Board send push notifications to my phone?

Written by Omer Hassam
Updated over a week ago

What types of activities can I log?

Update your contacts in the account with any new interactions/activities/marketing with the homeowners

Written by Omer Hassam
Updated over a week ago

How can I remove one of my Labels from a Contact?

Written by Oneeb Hassan
Updated over a week ago

How can I use the map located on the Performance Dashboard?

Written by Omer Hassam
Updated over a week ago

How Can I Delete a Lead?

Written by Omer Hassam
Updated over a week ago

What is Included in the Performance Page of the Dashboard?

Written by Oneeb Hassan
Updated over a week ago

How are lead follow up actions determined and what are their time frames?

Written by Oneeb Hassan
Updated over a week ago

What is the Lead Funnel and how can I use it?

Written by Omer Hassam
Updated over a week ago

How do I reassign a respondent into a different Lead Category?

Written by Omer Hassam
Updated over a week ago