Product Support

Getting Started and FAQ 5

• Importing Contacts
• Forwarding Leads to Total Expert
• Requesting a New Lead Parsing Service
• Changing Your Password
• Import Leads from Another CRM

Training & Engagement Resources 1

• Training Resources

Dashboard and Account Settings 3

• Dashboard
• Account Management
• Notification Settings

Leads & Contacts 9

• Adding a Contact
• Managing Contacts
• Appointments
• Groups and Smart Groups
• Lead Routing

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Co-marketing Partners 3

• Co-marketing Partners
• Registering an Account Through a Co-Marketing Invite
• Opting In to Allowing Your Co-Marketing Partner to Edit Your Profile Information

Lead Capture Apps 1

• Creating a Lead Capture App

Print Marketing 3

• Creating Print Materials
• Printing and Ordering Marketing Materials
• Infographic Flyers

Web Marketing 2

• Single Property Sites
• Using a Custom Website Domain

Email Marketing 5

• Creating Email Templates
• Sending Emails
• Drip Campaigns
• Auto-Campaigns
• Email Stats

Integration Services 9

• Gmail and Google Calendar Integration
• Office 365 Calendar and Mail Integration
• Twilio Texting Integration
• BombBomb Video Email Integration
• Zillow Mortgage Integration

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Quick Guides 0

Team Manager or Loan Officer Assistant Features 2

• Manage Your Team and Logging Into Team Member Accounts
• Managing Tasks

KS State Bank - Specific Processes and Problems 0