How-To

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