Resources
There's a lot to discover with this software, so below is a collection of written and video instructions to get up and running as quickly as possible. You don't need to read all of this at once, but I would recommend reviewing all of the topics so you will at least know the different ways this software can increase your productivity and efficiency.
Written Manual
Just about everything you can do with this software has been written down with photos to illustrate the steps. An easy and quick reference if you forget how to do something.
Click on a topic below to go that section
Getting Started
Assigning Leads to a Call List
Logging Calls and Appointments
Managing Your Leads
Working with Hash Tags, Starred Leads, and Custom Searches
Video Tutorials
Prefer to see it done? These short (2-5 min) videos will walk you through the basic process of using the software. Follow along and become an expert in no time!
F.A.Q.
Got a question that's not covered in the manual or on a video? It's possible that the answer is in here.