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  1. AgentLocator
  2. Non Automated CRM Manuals
  • Using Twilio for SMS Messaging or Dialer

  • Everything You Need to Know About Emails

  • Lead Profile Screen

  • User Preferences Menu

    User preferences will give you access to your account settings in the CRM System

  • 1. Administration

  • 2. Leads (Home) Tab

    The Leads tab will bring you to the homescreen of the CRM system. Find out all you need to know about the homescreen ...

  • 3. Partial Leads Tab

    Check out this section, to learn all about the partial leads.

  • 4. Overview Tab

    Take a look and see what information you can find by using the Overview Tab. Get a list of all emails, sms and tasks ...

  • 5. Website Tab

    Learn how to access the website editor in order to make changes on your website.

  • 5. Account Tab

    The account tab gives you access to your invoices, pending orders and streetmatch.

  • 6. Settings Tab

    The settings section is the area in the CRM that allows you to access the drip campaigns, email & sms templates, lead...

  • 9. Apply Actions Menu

    Apply actions menu, gives you access to do things in a mass / group way. Doing things in a mass way, saves you time!

  • Misc How-to Video Tutorials

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