Knowledgebase

To Do This: In the Main Menu, head to the Admin section and select ‘Manage Document Types’. You can list as many Document Types as

To Do This: In your Main Menu, head to the Admin section and select ‘Manage Contact Types’. Select ‘+ Add New’ to create a new

To Do This: In the Main Menu, head to the Admin section and select ‘Manage Users’. Select ‘+ Add Account’. Enter a First Name, Last

To Do This: Within your Main Menu, head to the Admin section and select ‘Manage Settings’. Scroll down to your Email Notifications and enter an

To Do This: Within your Lead, select ‘Mark as Sold’ in your Pipeline. Confirm the Sale Value – If this needs altering, do this now.

To Do This: Within your Contact, Lead or Contract, head to the Activity tab and select the Notes tab. Select ‘+ Add Note’. Type the

To Do This: Select the ‘Copy’ button beside the Pipeline you’d like to copy. Enter the name of the new Pipeline. If you need to

To Do This: In your Main Menu, head to the Admin section and select Manage Lead Pipelines or Manage Contract Pipelines. Select ‘+ Add Pipeline’,

To Do This: Within your Lead or Contract Pipeline, scroll down the to Statuses section and select ‘+ Add Status’. Enter the Name of the

To Do This: Head to your Pipeline settings (Admin – Manage Lead / Contract Pipelines) and scroll down to Progressions. Select ‘+ Add Progression’. Select

To Do This: Within your Lead or Contract, head to the Activity tab and select the Emails tab. Select ‘New Message’. Then, select the email

To Do This: Within your Contact, Lead or Contract, head to the Activity tab and select ‘Tasks’. Select ‘+ Add Task’. Enter who the Task