Getting Started
- Getting Started
- Dashboard
  - My Dashboard [Lenders]
- Dashboard Overview and Guides
  - User Activity Dashboards - Feature Summary
- Activity Stream
  - What is My Activity Stream?
  - Activity Stream Overview
- Initial Customer Onboarding Resources
- Admin Training Videos
  - Total Expert Showcase for Retail Loan Officers [Video
- New User Resource Overview and Guides
- New User Training Videos
  - Total Expert for Real Estate Professionals
  - Foundations for Loan Officers
- Best Practices Videos
- Mobile App
- Data Assistant
  - Total Expert Data Assistant
- Credit & Debt Enrichment
  - Total Expert Credit & Debt Enrichment
The Expert Academy
- The Expert Academy Resources
  - All Recordings for The Expert Academy
- Experienced Mortgage Admin
- Experienced Loan Officer
- Loan Officer Onboarding
- Mortgage Admin Onboarding
- Banking & Credit Union Admin
  - Cross-Selling Strategies - TEA Experienced Bank/CU Admin
- All Audiences
  - Feature Spotlight: Engage SMS
  - Feature Spotlight: AI Sales Assistant
Product User Guides
- Product User Guides
Agent Resources
- Getting Started
- Your Account & Settings
- Co-Marketing Partners
- Contacts & Leads
- Social Media
  - Agents: How to Post to Social Media
- Print & Collateral
- Email & Campaigns
  - Agents: How to Create Drip Campaigns
  - Agents: How to Assign Drip Campaigns to a Contact
- Single Property Websites
- Lead Capture Apps
  - Agents: Lead Capture Apps [Video & Instructions]
- FAQs
My Account
- My Account
- My Account Simulations
- My Account Overview and Guides
Co-Marketing Partners
- Co-Marketing Partners
- Co-Marketing Partners Overview and Guides
Leads & Contacts
- Contacts
  - Contacts FAQ
  - How to Filter Contacts and Leads
  - How to Export My Contacts
  - How to Merge Duplicate Contacts
  - How to Send SMS Messages to Contacts
  - How to Save a New Contact List
  - How to Share Contacts
  - How to Add Contacts to a Journey
  - How to Send BombBomb Videos to Contacts (Basic Integration)
  - How to Send Text Message Opt-In Request to Contacts
  - How to Change Contact Owners
  - How to Archive Contacts
  - How to Send Emails to Contacts in Bulk
  - How to View Synced Office 365 Emails in Contacts
  - How to Silence Communications With Contacts
  - How to Delete Contacts
  - How to Add Contacts to Groups in Bulk
  - How Can A Contact Opt Back In to Receive Emails?
  - How to Send Direct Emails to Contacts
  - How to Quickly Add Contacts and Connections
  - How to Opt Contacts Out of Email Notifications
  - How to Assign Contacts
  - How to Organize My Contact List Columns
  - How to Add Individual Contacts
  - How to Remove a Contact From a Journey
  - How to Add Individual Contacts to Groups
  - How to Add Notes to Contacts
  - How to Edit Contact Information
  - How to Take Bulk Action on Contact Lists
  - How to Opt Contacts Out of SMS Messages
- Contact Simulations
  - Global Search Contact and Visibility - Simulation
  - Create Folders & Tags - Simulation
  - Delete Folders and Tags - Simulation
  - Do Not Contact - Simulation
  - Downloading Weekly and Monthly Reports - Simulation
  - Save and Edit Contact List - Simulation
  - Contact Details Page
  - Video File Size - Lesson
  - My Contacts - Simulation
  - Global Contact Search and Visibility - Simulation
  - Create a New Contact - Simulation
- Contact Overview and Guides
  - Contact List - Feature Overview
  - Merging Contacts
  - Transferring Loans and Contacts
  - Creating a Lead From a Contact
  - Archiving Contacts
  - Create a Lead from the Contact Record - Feature Overview
  - Taking Multiple Actions on Contact Records - Feature Overview
  - Navigating the Configurable Product Panel - Feature Overview
  - Saving Lists on the Contacts Page
  - How to Create a Lead from a Contact Record - Feature Overview
  - Global Search Contact and Visibility - Feature Overview
  - Engage SMS Feature Summary
  - Pipeline Views Feature Overview
  - Sharing and Assigning Contacts
  - Filter Options for Contact Sources
  - Pipeline Views
- Leads
  - How to Invite Contacts to Co-Market
  - How to Create a Lead Source
  - How to Create Action Plans
  - Different Customer Communication Preferences
  - How to Create a Lead Route
  - How to Update Lead Source Settings
  - How to Manually Create Leads
  - How to Edit Lead Information
  - How to Claim Aged Leads
- Lead Simulations
  - Lead Intake Lead for Loan Officers - Simulation
  - Creating Lead Sources (leads) - Simulation
  - Lead Status Change - Simulation
  - Creating Lead Sources for End Users - Simulation
  - Editing a Lead Source - Simulation
  - Creating Organization- Wide Lead Sources for Admins - Simulation
  - Building a Lead Distribution Workflow on User Qualification - Simulation
  - Building Lead Distribution on User Availability - Simulation
  - Setting up Simultaneous Lead Distribution - Simulation
  - Lead Management Feature Overview - Simulation
  - Create Lead Sources (Contacts) End User - Simulation
  - Transfer Loans and Contacts - Simulation
  - Email Disclaimers in Email Builder - Simulation
  - Advanced Lead Management Contact Ownership - Simulation
- Lead Overview and Guides
  - List of Available Actions - Feature Overview
  - Organization-Wide Groups - Feature Walkthrough
  - Getting Started With Listing Insights - Marketing Admin
  - Getting Started With Listing Insights - End User
  - Lead Assignment
  - My Leads - Feature Overview
  - Manually Create an Organization-Wide Lead Source With the Comms Package - Feature Overview
  - Create Leads - Feature Overview
  - Editing a Lead Source - Communications Package
  - Creating a Lead Source - Communications Package
  - Planning Worksheet for End User Journeys Rollout
  - Claimable Leads Queues
  - Call Queue for Administrators
  - Call Queue for End Users
- Focused View
  - How to Create a Custom Focused View
  - How to Log an Outcome
  - How to Add Journeys to Focused View Contacts
  - How to Add Notes to Focused View Contacts
  - How to Copy Focused Views
  - How to Reposition Focused Views?
  - How to Delete Focused Views
- Focused View Simulations
  - Copying and Editing Standard Focused Views - Simulation
  - Creating Standard Focused Views - Simulation
  - Deleting a Custom View - Simulation
  - Deleting a Standard Focused View - Simulation
  - Editing a Standard Focused View - Simulation
  - Creating a Custom View from a Blank View - Simulation
  - Creating a Custom View from a Marketer View - Simulation
  - Copying & Editing a Custom View - Simulation
  - Managing and Resolving Contacts Within a Focused View - Simulation
  - Focused View Feature Overview for End Users - Simulation
  - Focused View Feature Overview for Marketing Admins - Simulation
  - Focused View Feature Overview for End Users - Simulation
- Focused View Overview and Guides
  - Focused View for End Users
  - Getting Started With Focused View
  - Focused View For Administrators
  - Focused View End User - Feature Overview
  - Focused View Marketing Admin - Feature Overview
  - Flexing Journeys to Bring Custom Fields Into Focused Views
  - Focused View and Call Queue
- Listing Insights
  - Listing Insights FAQ
  - What Are Listing Insights?
  - How Can I See Listing Insights Within Contact Records?
- Listing Insight Overview and Guide
  - Listing Insights
  - Listing Insight Alert - Feature Overview
- Contact Groups
  - Contact Groups FAQ
  - How to Create Smart Groups
  - How to Create Manual Groups
  - How to Add Contacts to Groups in Bulk
  - How to Send Emails to Groups
  - What Are Groups?
  - How to Edit Groups
  - How to Remove Contacts From Groups in Bulk
  - How to Remove Individual Contacts From a Group
  - How to Delete a Group
  - How to Make Groups Available to all Organization Users
  - How to Work With Organization-Wide Groups
- Communications
  - What is the Communications Package?
  - How to Place Calls Using the Dialer
  - How to Create a Lead Source With the Communications Package
  - How to Send SMS Messages Using the Communications Package
  - How to Create Leads From Contacts
  - How to Add Notes During Calls
  - What is Shotgun Lead Distribution?
  - How to Edit Lead Information
  - Lead Assignment for End Users
  - How to Access the Activity Log
  - How to Add Contacts to Journeys in the Call Queue
  - How to View Opportunity Details
  - Call Recording and History
  - How to Use the Call Queue
  - How to Log Outcomes in the Call Queue
  - How to View Lead Detail Information
  - Preferred Number in Dialer Feature
  - How to Call Contacts in the Call Queue
  - What is the Preferred Dialer Number?
  - How Do I Add Preferred Numbers to My Contact Information?
  - How to Choose Your Preferred Dialer Number
  - How to Receive Calls
  - How to Edit Opportunity Details
  - How to View Contact Details and History in the Call Queue
  - How to Email Contacts in the Call Queue
  - Call Recording Transcriptions
  - How to Take Admin Actions on Contacts in the Call Queue
  - What is User Availability?
  - How to Change My Availability Toggle
  - How to Receive Inbound Call Campaign Leads
- Communication Simulations
  - Call Queue Basics - Interactive Simulation
  - Call Queue for End Users - Simulation
  - Communications Companion Course - Simulation
  - Creating a Claimable Leads Queue - Simulation
  - Preferred Dialer - Simulation
  - Using a Claimable Leads Queue - Simulation
  - Using the Drop Voicemail Feature - Simulation
- Communication Overview and Guides
  - Communications Feature Overview
  - Preferred Dialer for Communications Package
  - Call Transcription
  - Preferred Dialer
  - Engage SMS
  - Engage SMS: Provisioning and Deprovisioning Numbers
  - SMS Segments
  - SMS Message Templates
  - SMS Sending Windows
  - Engage SMS Data Dictionary
  - Send a Bulk SMS to Opted-In Contacts
  - Engage SMS: Group Messaging
- Custom Field Overview and Guides
  - Custom Fields
  - Custom Fields - Feature Overview
  - Managing Custom Fields
- Recruiting
  - The TE Recruiting Module - Microlearning
- Tasks
  - How to Mark Tasks as Complete
  - Managing Tasks
  - How to Create Tasks
  - How to Create Recurring Tasks
  - How to Edit Tasks
  - How to Delete Tasks
  - How to Bulk Edit Task Assignees
  - How to Bulk Edit Task Due Dates
- Pipeline Views
  - How to Use Organization Pipeline Tabs
  - How to Add and Manage New Pipeline Tabs
  - Pipeline Views for End Users
- Pipeline Views Simulations
  - Creating and Managing Pipeline Views for Marketing Admins - Simulation
- Pipeline View Overviews and Guides
  - Pipeline Views Playbook
Lead Management
- Lead Management Resources
AI Sales Assistant
- AI Sales Assistant
Customer Intelligence (CI)
- Credit Inquiry Alerts
- Equity Alerts
- Rate Alerts
- Credit Improvement Alerts
  - What Are Credit Improvement Alerts?
  - How to Choose Contacts to Monitor - Credit Improvement Alerts
- Life Events
  - What Are Life Events?
  - How to Choose Contacts to Monitor - Life Events
- Customer Intelligence Overview and Guides
Journeys
- Journeys
- Journey Simulations
- Journey Overview and Guides
Campaigns
- Campaigns
- Campaign Simulations
- Campaign Overview and Guides
- Campaign Builder
- Campaign Builder Simulations
- Campaign Builder Overview and Guides
Reporting and Analytics
- Reporting Overview and Guides
- Analytics
- Analytics Overview and Guides
- Analytics Simulations
Content Marketing
- Email Marketing
- Email Marketing Simulations
- Email Marketing Overview and Guides
- Print Marketing
- Print Marketing Simulations
- Print Marketing Overview and Guides
- Web Marketing
- Web Marketing Simulations
- Web Marketing Overview and Guides
  - Posting a Single Property Site to Social Media
  - Using the Self-Serve Social Template
- Custom Content Submissions
- Posting Content to Social Media
- Branding & Disclaimers
- Lead Capture Apps
- Lead Capture App Simulations
  - Lead Capture Apps: Event Registration - Simulation
  - Lead Capture Apps: Open House - Microlesson
- Lead Capture App Overview and Guides
  - Lead Capture App - Feature Overview
Contact Import
- Contact Importer
- Contact Importer Overview and Guides
Integrations
- Integrations
- Integration Simulations
- Integration Overviews and Guide
Loans
- Loans
- Loans - Simulations
  - Creating a Loan Participant - Simulation
Teams
- Teams
  - How to Manage Your Team
  - Manage Your Team and Logging Into Team Member Accounts
- Team Simulation
- Team Overview and Guides
  - Teams
  - Setting Team Priority
Expert Content
- Expert Content Simulations
- Expert Content Overview and Guides
- Strategy Guides - General Content
- Strategy Guides - Banking/Credit Union
- Strategy Guides - Customer Intelligence
- Strategy Guides - Insurance
- Strategy Guides - Mortgage
- Strategy Guides - AI Sales Assistant
  - AI Sales Assistant - Retention (Mortgage)
- Holiday Card Program
Engagement
- Engagement Presentations
- Total Expert Flyers
- LO Daily Success Plan
- Quick Hit Feature Overview Videos
- Gamification Email Templates
- LO to Agent Sales Kit
- Product Enablement Tools
- Playbooks/Best Practice Documents
- Available Engagement Journeys
- Self-Serve Engagement Kits
- Recordings and Videos
Developer Resources
- Developer Resources
- TE Connect
  - TE Connect PPE Schema (.yaml file)
  - TE Connect PPE Integration Guide
Integrated Design Studio
- MAXA Design Center
- MAXA Design Center Videos
- MAXA Onboarding
Release Resources
- Release Notes
- Release Overviews
- Previous Release Highlight Videos
LO Growth Model
- Level 1: Starter
- Level 2: Connector
- Level 3: Achiever
Customer IQ Prerequisites
- CIQ Prerequisites

Creating Customers for Life Checklist

Modified on: Wed, Jul 15, 2026 at 10:08 AM

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