Video Tutorials

These videos are short (4-7 min) walkthroughs of the most common ways to use this software. They are organized chronologically, so the videos at the top are for getting started, and the videos at the bottom are for more advanced uses like managing staff. Follow along and enjoy!

Getting Started

Setup and Preferences

Creating Call Lists and Adding Leads

Assigning Leads to a Call List

Logging Calls and Appointments & Callbacks

Managing Your Leads

Keeping Your Call Lists Fresh

Knowing Your Numbers

Using Magic Lists

Working with Hash Tags, Starred Leads, and Custom Searches

Portal Client Warnings (where available)

Adding and Managing Staff

Adding User Accounts

Setup a Data Entry Lead Generator

Setup an Appointment Setter

Sharing a Calendar with your appointment setter - Part 1

Sharing a Calendar with your appointment setter - Part 2

Tracking Staff Performance

For Data Entry Lead Generators - Getting Started

For Appointment Setters - Getting Started

Mobile Version

How to use the mobile version