Update your password and create custom fields within your account
Full Access Users are users in your account that have access to all files. They are additional users on your account for the different team members in your business. Full Access Users have the abilit...
The Account section in your account is located in the upper right-hand corner by clicking on your NAME. This is where you access various functions for your specific account. Within the Account sectio...
In this article we are going to show you how you can change/update the password to login to your account. Changing/Updating your Password: 1. Once logged into your account, Click on your NAME in the...
Do you have a specific piece of information that does not fit into any of the available fields in your contact or property files? If so, custom fields are the solution. Custom Fields are fields that...
The Backup Data tool allows you to export your Contact details, Property details, and Tasks in excel spreadsheets to download to your computer. Below is a step by step guide on how to Backup your Con...
You can connect your Leadflow Analyze Mobile app to your CRM. Connecting the Leadflow Analyze Mobile app will allow properties you 'FOLLOW' on the app to create Property & Contact files in your CRM. I...