Home

• About the Dashboard
• Private Messages
• Adding an Event to the Calendar
• Running Reports

Marketing

• Cash Buyers Overview
• Creating Premium Direct Mail Campaign
• Creating Standard Direct Mail Campaign
• Overview of Instant Leads

Buyers

• Adding a New Buyer
• Importing a Buyer List
• Grouping Buyers
• Searching Buyers
• Send a Buyer Broadcast
• Buyer Web Forms

Documents

• Managing Documents
• Uploading New Contracts and Templates
• Setting Up Auto-fill For Your Contracts and Templates
• Generating a Contract
• Generating a Package

Contacts

• Add Contacts
• Searching Contacts

Sellers

• Adding a New Seller Lead
• Importing a Seller List
• Grouping Seller Leads
• Searching Seller Leads
• Seller Lead Communication Log
• Adding a Photo to a Seller Lead
• Attaching a File to a Seller Lead
• Associate a Task with a Lead
• The Contract Generation Wizard
• The Property Syndication Wizard
• Adding and Editing Properties to your Whiteboard
• How to Outsource a Lead
• Running Comps
• Seller Web Forms

Websites

• Adding a Website
• Managing Websites
• Editing Your Website's Content
• Choosing a Website Design
• Adding and Editing Your Website's Testimonials
• Managing Your Website's Autoresponder
• Managing Your Buyer Site's Listings
• Domain Name Management
  
  

Setup

• My Account
• Your E-Signature
• Email Accounts
• Email Templates
• Social Media Accounts