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  1. Leadflow

CRM

The CRM (Customer Relationship Manager) allows you to track your Properties and Contacts. This includes how to create, manage, and what you will find within each file.

  1. Properties

    1. Property Overview / Add New Property
    2. Save Properties from a LeadPipe Search
    3. Importing Properties
      4. See all 7 articles »

  2. Contacts

    1. Contacts - Overview/ Add new
    2. Contacts - Linking A Contact to a Property
    3. Tagging & Color Labeling - Overview & How To
      4. See all 4 articles »

  3. Task Manager/Calendar

    1. Tasks- Creating a Task
    2. Tasks- Manage Tasks
    3. Calendar - Setting an Appointment
      4. See all 4 articles »

  4. Scrum Board

    1. Scrum Board - What is it?
    2. Using the Scrum Board

  5. Email

    1. Verifying your Email Address
    2. Email - How to Send
    3. Email Dashboard (stats & view)

  6. Auto Responders

    1. Auto Responders - What they are
    2. Auto Responders - How to Create/Setup
    3. Auto Responders - Dashboard (Edit & Stats)
      4. See all 4 articles »

  7. Paperless Office

    1. Video - Create a Mergable Document
    2. Merging Documents - Overview and How To Create a document with merging fields
    3. Paperless Office - Package Generator
      4. See all 5 articles »