Leads & Contacts

Adding a Contact
  In the account bar at the top, click on the "+Contact" button. Once you click the +Contact button, you will be taken to a page wher...
Wed, Dec 19, 2018 at 2:17 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...
Wed, Dec 19, 2018 at 2:16 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...
Wed, Dec 19, 2018 at 2:27 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 ...
Thu, Dec 20, 2018 at 11:17 AM
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...
Thu, Dec 20, 2018 at 11:28 AM
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...
Thu, Dec 20, 2018 at 12:20 PM
Loans
You can access the "Loans" menu by navigating to Loans -> Loans. This menu will show you and overview of your loans in Total Expert. Vi...
Thu, Dec 20, 2018 at 2:26 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