How to Set Up Your Digital Business Card
Todd Heitner Published on: 03/07/2025
In this tutorial, you’ll learn how to add the needed information to your digital business card and how to connect your domain to it so you can start using it!
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Todd Heitner 
How to create, edit and organize Custom Fields
Todd Heitner Published on: 20/06/2025
In this tutorial you will learn how to create new custom fields, edit existing ones and organize your folders of custom fields.
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How to Use the Pipeline Feature (Opportunities)
Todd Heitner Published on: 27/05/2025
In this post we'll show how to use the Pipeline feature to manage potential and existing investors and property deals.
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How to Create and Use Smart Lists
Todd Heitner Published on: 11/04/2025
This tutorial will cover the basics of creating and using smart lists to effectively organize your contacts.
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