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 abili...
[img src="https://realeflow.kayako.com/base/media/url/o6kEJcRv4LTFUjOepvwdgAvimVx8z3w9" class="fr-dib fr-draggable"] The Account section in your account is located in the upper right-hand corner. Thi...
In this article we are going to show you how you can change/update your password to login to your account. Below is a how to video and article. Changing/Updating your Password: 1. Once logged into ...
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 tha...
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. ...