Category Archives : New User Experience RSS feed for this section

Organizing Contacts

Taking some time to organize and maintain your database is important. A well maintained database can help increase your repeat business and referrals by making sure contacts appear in the Follow-up Co...

Follow-Up Coach

Okay, so you know that consistent communication with core groups is the key to repeat business and referrals, but you’re busy. We get it! Coming up with a system that can help you reach out to j...

Sales Pipeline

The Sales Pipeline makes it easy and intuitive for agents to track and develop leads according to where they fall in the Lead Lifecycle, helping you manage your sales opportunities from the minute a l...

My Business

The My Business area on the Dashboard (Home Page) provides a quick summary of your important activities. From here, you can view your recently due activities, currently due activities, upcoming activi...

Market Snapshot

Market Snapshot helps keep contacts engaged and stakes your claim as the local market expert by empowering your contacts with accurate, real-time market reports tailored to their requirements. When co...