Leads & Contacts

Adding a Contact
Adding Individual Contacts  To add a contact to your account, click the "+" icon in the top-right, then click "Create Contact".  Enter ...
Tue, Mar 5, 2019 at 1:16 PM
Managing Contacts
  Overview You can access your contacts list in two ways. There is a “Manage Contacts” section in your Quick Links section on the dashboard, or...
Tue, Mar 5, 2019 at 1:20 PM
Appointments
To make an appointment with a contact, from their contact record, click “Actions” and "Add Appointment".  You can then set a date and a time to m...
Tue, Mar 5, 2019 at 1:53 PM
Groups and Smart Groups
The "Groups" menu can be found by navigating to Leads & Contacts -> Groups. Create a New Group - Click the "+ Create" in the ...
Tue, Mar 5, 2019 at 1:56 PM
Lead Routing
  The Lead Routing menu can be found by navigating to Leads & Contacts -> Settings -> Lead Routing.  If you are the leader of a team and you want...
Thu, Dec 20, 2018 at 11:19 AM
Lead Sources
To create new lead sources, navigate to Leads & Contacts -> Settings -> Lead Sources.   From this menu, you will be able to assign groups, campaig...
Tue, Mar 5, 2019 at 2:00 PM
Tasks
Tasks can be used to set reminders on contacts to perform actions such as calling them, filing a piece of paperwork on a specific date, etc.  The morning...
Tue, Mar 5, 2019 at 2:20 PM
Loans
Loan Dashboards You can access your Loan Pipeline and Funded Loan dashboards by clicking the respective tabs within your dashboard menu. Loans...
Tue, Mar 5, 2019 at 2:24 PM
Action Plans
Actions plans are a way to save a series of tasks that you can assign to a contact at once. The advantage of actions plans vs creating individual tasks ...
Thu, Dec 20, 2018 at 2:32 PM