CRM

Frequently Asked Questions

• Login Troubleshooting Steps

Contacts

• Creating Filters
• Creating Tags for Contacts
• How to Delete Contact(s)
• Adding Custom Fields through Importing Contacts
• Add notes to a contact
• Send a Bulk Text from your list of contacts

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Tasks

• Creating Tasks from a Contact Profile
• Creating and Managing Tasks

Marketing

• Neighborhood Alerts
• Create a Property Blast
• Create a Video Text Message Broadcast
• Create a Text Message Broadcast
• Broadcast Email Activity
• Create a Video Email Broadcast

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Lead Generation

• Social Boost

CRM Settings

• Twilio Integration for Texting FAQ's
• How to setup Team Lead Routing
• Create Text Templates
• Create Email Templates
• Configure your Zapier lead provider for new leads
• Integrate Zapier with intelliAgent

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