Update your password and create custom fields within your account
The Account section in your account is located in the upper right-hand corner. This is where you access various functions for your specific account. Within the Account section you will find: Profile- ...
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 yo...
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. If you have not yet created an account on the Leadflow Analyze Mobile app, you can begin by downloading the app from the App Store. You c...