Contacts, CRM, and Check-In App

21 articles in this collection
Written by Jhoseline Soriano, Vadud, 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 Vadud
Updated over a week ago

How do I download a list?

Written by Vadud
Updated over a week ago

How do I remove/unremove someone from my list?

Written by Jhoseline Soriano
Updated over a week ago

How do I update information for a contact?

Written by Vadud
Updated over a week ago

How are the levels of "relationship" defined?

Written by Jhoseline Soriano
Updated over a week ago

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

Written by Vadud
Updated over a week ago

How can I verify a home value?

Written by Vadud
Updated over a week ago

CheckIn: Web Portal & Mobile App

Can I delete a CheckIn activity?

Written by Vadud
Updated over a week ago

Can I do a Bulk CheckIn?

Written by Jhoseline Soriano
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 Jhoseline Soriano
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 Jhoseline Soriano
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 Vadud
Updated over a week ago

How Can I Delete a Lead?

Written by Vadud
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 Vadud
Updated over a week ago

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

Written by Vadud
Updated over a week ago