-
2025 Winter Release Overview
You can download a copy of the presentation by clicking the attachment under...
-
2025 Winter Release Notes
Click HERE to view the release notes in another tab
-
Open House/New Listing Playbook for Lender Users
Use the information below to help you maximize your resources to drive new p...
-
How to Save a New Contact List
When you use filters, column selections, and sorting to create a view that y...
-
How to Add Individual Contacts to Groups
Navigate to Leads & Contacts > Contacts. Locate the contact(s) you ...
-
How to Remove a Contact From a Journey
Navigate to Leads & Contacts > Contacts. Use the search bar to quic...