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  1. Open To Close Support Center
  2. How-To

How-To

Manage, organize, and customize your widgets, contacts, templates, connected apps, etc.

Widgets Dashboard

  • Widgets Dashboard Overview
  • Property History
  • Contact History
  • Intake Form Submissions
  • Unapproved Property Documents

Properties

  • Properties: Creating New Tables and Segments
  • Properties: Table Functionality (spreadsheet of information)
  • Properties: Filters

Contacts

  • Contacts: Adding Contacts and Functionality
  • Contacts: Creating Tables and Segments
  • Contacts: Filters

Dashboard: Task Pipeline, Triggers, and Intake Submissions

  • Task Pipeline

Templates

  • Agent Intake Form
  • Trigger
  • Property
  • Task
  • Task with Triggers
  • Email
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Field Editor

  • Creating New Fields
  • How to Modify Fields
  • Adding a Field to API Calendar & to the Agent Portal
  • Creating a Field Section
  • Adding a Group and Sort Groups

Filters

  • Contact Roles
  • File Roles
  • Businesses
  • Groups
  • Lead Sources

Merge Fields and Smart Blocks

  • Merge Field Overview
  • Smart Block with Conditions
  • Smart Block Menu Organization
  • Contact Loop

Users, Roles and Permissions

  • Adding Organization User and Set Up Permissions
  • Creating Teams
  • Adding Agent User and Settings
  • Adding a Brokerage
  • Adding Client Portal Roles and Customize Permissions
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