How to Attach Images to Email Campaigns
New Blog Post Description ...more
Support ,Marketing, Leads & Communication
November 29, 2025•0 min read
How to Track Leads & Deals Using the Pipeline (Opportunities)
In this post we'll show how to use the Pipeline feature to manage potential and existing investors and property deals. ...more
Support ,Marketing, Leads & Communication
May 27, 2025•3 min read
How to Set Up Ringless Voicemail (Voicemail Drop Campaigns)
This post will show you how to use and set up the ringless voicemail feature on your account. ...more
Support ,Marketing, Leads & Communication
February 20, 2025•3 min read
Editing Emails in an Existing Automation
This tutorial will show you how to view and edit emails in an existing follow-up email series automation. ...more
Support ,Marketing, Leads & Communication
January 16, 2025•1 min read
How to Sync a Third-Party Email
This tutorial will show you the simple procedure for connecting a third-party email to sync it with your CRM. ...more
Support ,Getting Started & Account Setup &Marketing, Leads & Communication
December 24, 2024•1 min read
How to Post Using the Social Planner
Watch this tutorial to learn how to manually post, set up automated postings and import a CSV of posts! ...more
Support ,Marketing, Leads & Communication
December 16, 2024•3 min read
How to Send Emails / Campaigns to Contacts in Your CRM
In this tutorial you will learn different ways to send emails from your CRM. ...more
Support ,Marketing, Leads & Communication
December 05, 2024•3 min read
How to Make & Receive Calls in Your CRM
In this tutorial you will learn how to use the phone number you have set up within the CRM. ...more
Support ,Marketing, Leads & Communication
December 03, 2024•2 min read
Removing Your Chat Widget
In this tutorial, you will learn how to remove a chat widget from your website. ...more
Support ,Marketing, Leads & Communication
November 24, 2024•0 min read
Testing Your Chat Widget
In this tutorial, you will learn how to test out your chat widget and see exactly how it works both from your end and the other person's. ...more
Support ,Marketing, Leads & Communication
November 24, 2024•1 min read
How to Set Up Your Chat Widget
In this lesson, you will learn how to get your prospective investors more engaged by using a live chat widget! Visitors can send messages or connect with you instantly by engaging in live chat or they... ...more
Support ,Marketing, Leads & Communication
November 24, 2024•3 min read
Connecting the Social Planner
Watch this tutorial or read through the instructions to learn how to connect your social media accounts so you can start using your Social Planner to automate marketing to your audiences! ...more
Support ,Marketing, Leads & Communication
October 08, 2024•2 min read
How to Add Social Media Icons & Link Them to Your Accounts
This feature enables you to integrate your website with all of your social media platforms - keeping everything and everyone connected! In this tutorial we will show you how to add the social icons a... ...more
Support ,Website & Branding &Marketing, Leads & Communication
October 06, 2024•3 min read
Setting Up an Email Follow Up Series
This tutorial teaches you how to set up an email series to follow-up with contacts and potential investors. ...more
Support ,Marketing, Leads & Communication
February 27, 2024•4 min read
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