SmartZip Support Center
Go to SmartTargeting
All Collections
Contacts, CRM, and Check-In App
Contacts, CRM, and Check-In App
21 articles in this collection
Written by
Omer Hassam
and
Oneeb Hassan
Contacts
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
CheckIn: Web Portal & Mobile App
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
Labels & Filters
How can I remove one of my Labels from a Contact?
Written by
Oneeb Hassan
Updated over a week ago
CRM Dashboards
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