Content Comparison

Unlock the Power of Insellerate

Get started on your journey today...

Training is to helps you get you started quickly on the path to success.
Videos All videos are all less than 10 ten minutes.
You can search pages by topics and topic; there will be videos to refer back to them in the future.

More content coming soon…

Macrosuite divider macro

dividerWidth	100
dividerType	text-with-icon
emoji	{"id":"smile","name":"Smiling Face with Open Mouth and Smiling Eyes","short_names":["smile"],"colons":":smile:","emoticons":["C:","c:",":D",":-D"],"unified":"1f604","skin":null,"native":"😄"}
textColor	#06244eff
dividerWeight	3
labelPosition	middle
textAlignment	center
iconColor	#06244eff
fontSize	medium
text	Get Started Today
emojiEnabled	false
dividerColor	#06244eff
dividerIcon	font-awesome/Rocket

Table of Contents

minLevel	1
maxLevel	2
type	flat

Welcome to Insellerate

Training

Sucess

Success Tips

Button macro

buttonText	Watch now
isButtonShadowOn	true
emoji	{"id":"smile","name":"Smiling Face with Open Mouth and Smiling Eyes","short_names":["smile"],"colons":":smile:","emoticons":["C:","c:",":D",":-D"],"unified":"1f604","skin":null,"native":"😄"}
buttonColor	#72a4f4ff
buttonBorderColor	#0052CC
buttonNewTab	true
buttonFontColor	#ffffff
buttonSize	medium
buttonWidthDetection	170
buttonIconColor	#ffffff
buttonHoverColor	#ffffff
buttonIcon	bootstrap/ArrowRightCircleFill
buttonType	icon_right
buttonNewLink
buttonLink	{"link":"https://vimeo.com/735486025/840164141f","source":"direct"}
buttonRadius	20
buttonShadow	0
emojiEnabled	false
buttonWidth	170

Using the Help Center

Button macro

buttonText	Watch now
isButtonShadowOn	true
emoji	{"id":"smile","name":"Smiling Face with Open Mouth and Smiling Eyes","short_names":["smile"],"colons":":smile:","emoticons":["C:","c:",":D",":-D"],"unified":"1f604","skin":null,"native":"😄"}
buttonColor	#72a4f4ff
buttonBorderColor	#0052CC
buttonNewTab	true
buttonFontColor	#ffffff
buttonSize	medium
buttonWidthDetection	170
buttonIconColor	#ffffff
buttonHoverColor	#ffffff
buttonIcon	bootstrap/ArrowRightCircleFill
buttonType	icon_right
buttonNewLink
buttonLink	{"link":"https://vimeo.com/716175470/17213ac997","source":"direct"}
buttonRadius	20
buttonShadow	0
emojiEnabled	false
buttonWidth	170

Insellerate Overview

Overview of

Insellerate

the Desktop

Button macro

buttonText	Watch now
isButtonShadowOn	true
emoji	{"id":"smile","name":"Smiling Face with Open Mouth and Smiling Eyes","short_names":["smile"],"colons":":smile:","emoticons":["C:","c:",":D",":-D"],"unified":"1f604","skin":null,"native":"😄"}
buttonColor	#06244eff
buttonBorderColor	#0052CC
buttonNewTab	true
buttonFontColor	#ffffff
buttonSize	medium
buttonWidthDetection	170
buttonIconColor	#ffffff
buttonHoverColor	#ffffff
buttonIcon	bootstrap/ArrowRightCircleFill
buttonType	icon_right
buttonNewLink
buttonLink	{"link":"https://vimeo.com/716175537/c32792e9cf","source":"direct"}
buttonRadius	20
buttonShadow	0
emojiEnabled	false
buttonWidth	170

Desktop Login

Button macro

buttonText	Watch now
isButtonShadowOn	true
emoji	{"id":"smile","name":"Smiling Face with Open Mouth and Smiling Eyes","short_names":["smile"],"colons":":smile:","emoticons":["C:","c:",":D",":-D"],"unified":"1f604","skin":null,"native":"😄"}
buttonColor	#06244eff
buttonBorderColor	#0052CC
buttonNewTab	true
buttonFontColor	#ffffff
buttonSize	medium
buttonWidthDetection	170
buttonIconColor	#ffffff
buttonHoverColor	#ffffff
buttonIcon	bootstrap/ArrowRightCircleFill
buttonType	icon_right
buttonNewLink
buttonLink	{"link":"https://vimeo.com/716175425/ef96967ea0","source":"direct"}
buttonRadius	20
buttonShadow	0
emojiEnabled	false
buttonWidth	170

Passwords

Button macro

buttonText	Watch now
isButtonShadowOn	true
emoji	{"id":"smile","name":"Smiling Face with Open Mouth and Smiling Eyes","short_names":["smile"],"colons":":smile:","emoticons":["C:","c:",":D",":-D"],"unified":"1f604","skin":null,"native":"😄"}
buttonColor	#06244eff
buttonBorderColor	#0052CC
buttonNewTab	true
buttonFontColor	#ffffff
buttonSize	medium
buttonWidthDetection	170
buttonIconColor	#ffffff
buttonHoverColor	#ffffff
buttonIcon	bootstrap/ArrowRightCircleFill
buttonType	icon_right
buttonNewLink
buttonLink	{"link":"https://vimeo.com/716176165/696dfb6a76","source":"direct"}
buttonRadius	20
buttonShadow	0
emojiEnabled	false
buttonWidth	170

Logout and Session Timers

Button macro

buttonText	Watch now
isButtonShadowOn	true
emoji	{"id":"smile","name":"Smiling Face with Open Mouth and Smiling Eyes","short_names":["smile"],"colons":":smile:","emoticons":["C:","c:",":D",":-D"],"unified":"1f604","skin":null,"native":"😄"}
buttonColor	#06244eff
buttonBorderColor	#0052CC
buttonNewTab	true
buttonFontColor	#ffffff
buttonSize	medium
buttonWidthDetection	170
buttonIconColor	#ffffff
buttonHoverColor	#ffffff
buttonIcon	bootstrap/ArrowRightCircleFill
buttonType	icon_right
buttonNewLink
buttonLink	{"link":"https://vimeo.com/716175718/106dc4b994","source":"direct"}
buttonRadius	20
buttonShadow	0
emojiEnabled	false
buttonWidth	170

Windows Notifications

Button macro

buttonText	Watch now
isButtonShadowOn	true
emoji	{"id":"smile","name":"Smiling Face with Open Mouth and Smiling Eyes","short_names":["smile"],"colons":":smile:","emoticons":["C:","c:",":D",":-D"],"unified":"1f604","skin":null,"native":"😄"}
buttonColor	#06244eff
buttonBorderColor	#0052CC
buttonNewTab	true
buttonFontColor	#ffffff
buttonSize	medium
buttonWidthDetection	170
buttonIconColor	#ffffff
buttonHoverColor	#ffffff
buttonIcon	bootstrap/ArrowRightCircleFill
buttonType	icon_right
buttonNewLink
buttonLink	{"link":"https://vimeo.com/716176510/241ef48b5d","source":"direct"}
buttonRadius	20
buttonShadow	0
emojiEnabled	false
buttonWidth	170

Main Dashboard

Using the Main Dashboard

Mobile App Quick Start
Button macro
buttonText Watch now
isButtonShadowOn true
emoji {"id":"smile","name":"Smiling Face with Open Mouth and Smiling Eyes","short_names":["smile"],"colons":":smile:","emoticons":["C:","c:",":D",":-D"],"unified":"1f604","skin":null,"native":"😄"}
buttonColor

#0052CC

#06244eff
buttonBorderColor #0052CC
buttonNewTab true
buttonFontColor #ffffff
buttonSize medium
buttonWidthDetection 170
buttonIconColor #ffffff
buttonHoverColor #ffffff
buttonIcon bootstrap/ArrowRightCircleFill
buttonType icon_right
buttonNewLink
buttonLink {"link":"https://vimeo.com/

716175848

735918263/

84f6089457

8eb8483094","source":"direct"}
buttonRadius 20
buttonShadow 0
emojiEnabled false
buttonWidth 170

Main Menu Bar

Main Dashboard

Using the Main Dashboard

Button macro
buttonText Watch now
isButtonShadowOn true
emoji {"id":"smile","name":"Smiling Face with Open Mouth and Smiling Eyes","short_names":["smile"],"colons":":smile:","emoticons":["C:","c:",":D",":-D"],"unified":"1f604","skin":null,"native":"😄"}
buttonColor

#0600a0ff

#0052CC
buttonBorderColor #0052CC
buttonNewTab true
buttonFontColor #ffffff
buttonSize medium
buttonWidthDetection 170
buttonIconColor #ffffff
buttonHoverColor #ffffff
buttonIcon bootstrap/ArrowRightCircleFill
buttonType icon_right
buttonNewLink
buttonLink {"link":"https://vimeo.com/

716175894

716175848/

6526edb67c

84f6089457","source":"direct"}
buttonRadius 20
buttonShadow 0
emojiEnabled false
buttonWidth 170

Controls: Leads and Calls

Main Menu Bar

Button macro

buttonText	Watch now
isButtonShadowOn	true
emoji	{"id":"smile","name":"Smiling Face with Open Mouth and Smiling Eyes","short_names":["smile"],"colons":":smile:","emoticons":["C:","c:",":D",":-D"],"unified":"1f604","skin":null,"native":"😄"}
buttonColor	#0600a0ff
buttonBorderColor	#0052CC
buttonNewTab	true
buttonFontColor	#ffffff
buttonSize	medium
buttonWidthDetection	170
buttonIconColor	#ffffff
buttonHoverColor	#ffffff
buttonIcon	bootstrap/ArrowRightCircleFill
buttonType	icon_right
buttonNewLink
buttonLink	{"link":"https://vimeo.com/716175653716175894/d394e57f1d6526edb67c","source":"direct"}
buttonRadius	20
buttonShadow	0
emojiEnabled	false
buttonWidth	170

User Profiles

Controls: Leads and Calls

Button macro

buttonText	Watch now
isButtonShadowOn	true
emoji	{"id":"smile","name":"Smiling Face with Open Mouth and Smiling Eyes","short_names":["smile"],"colons":":smile:","emoticons":["C:","c:",":D",":-D"],"unified":"1f604","skin":null,"native":"😄"}
buttonColor	#0600a0ff
buttonBorderColor	#0052CC
buttonNewTab	true
buttonFontColor	#ffffff
buttonSize	medium
buttonWidthDetection	170
buttonIconColor	#ffffff
buttonHoverColor	#ffffff
buttonIcon	bootstrap/ArrowRightCircleFill
buttonType	icon_right
buttonNewLink
buttonLink	{"link":"https://vimeo.com/716176481716175653/f4573c8d4dd394e57f1d","source":"direct"}
buttonRadius	20
buttonShadow	0
emojiEnabled	false
buttonWidth	170

inFlow

User Profiles

inFlow Overview

Button macro

buttonText	Watch now
isButtonShadowOn	true
emoji	{"id":"smile","name":"Smiling Face with Open Mouth and Smiling Eyes","short_names":["smile"],"colons":":smile:","emoticons":["C:","c:",":D",":-D"],"unified":"1f604","skin":null,"native":"😄"}
buttonColor	#72a4f4ff#0600a0ff
buttonBorderColor	#0052CC
buttonNewTab	true
buttonFontColor	#ffffff
buttonSize	medium
buttonWidthDetection	170
buttonIconColor	#ffffff
buttonHoverColor	#ffffff
buttonIcon	bootstrap/ArrowRightCircleFill
buttonType	icon_right
buttonNewLink
buttonLink	{"link":"https://vimeo.com/716175491716176481/056018a987f4573c8d4d","source":"direct"}
buttonRadius	20
buttonShadow	0
emojiEnabled	false
buttonWidth	170

inFlow

Searching Applications

inFlow Overview

Button macro

buttonText	Watch now
isButtonShadowOn	true
emoji	{"id":"smile","name":"Smiling Face with Open Mouth and Smiling Eyes","short_names":["smile"],"colons":":smile:","emoticons":["C:","c:",":D",":-D"],"unified":"1f604","skin":null,"native":"😄"}
buttonColor	#72a4f4ff
buttonBorderColor	#0052CC
buttonNewTab	true
buttonFontColor	#ffffff
buttonSize	medium
buttonWidthDetection	170
buttonIconColor	#ffffff
buttonHoverColor	#ffffff
buttonIcon	bootstrap/ArrowRightCircleFill
buttonType	icon_right
buttonNewLink
buttonLink	{"link":"https://vimeo.com/730390604716175491/8997574278056018a987","source":"direct"}
buttonRadius	20
buttonShadow	0
emojiEnabled	false
buttonWidth	170

Searching

Direct Mail

Applications

Button macro

buttonText	Watch now
isButtonShadowOn	true
emoji	{"id":"smile","name":"Smiling Face with Open Mouth and Smiling Eyes","short_names":["smile"],"colons":":smile:","emoticons":["C:","c:",":D",":-D"],"unified":"1f604","skin":null,"native":"😄"}
buttonColor	#72a4f4ff
buttonBorderColor	#0052CC
buttonNewTab	true
buttonFontColor	#ffffff
buttonSize	medium
buttonWidthDetection	170
buttonIconColor	#ffffff
buttonHoverColor	#ffffff
buttonIcon	bootstrap/ArrowRightCircleFill
buttonType	icon_right
buttonNewLink
buttonLink	{"link":"https://vimeo.com/716507605730390604/6473d8534a8997574278","source":"direct"}
buttonRadius	20
buttonShadow	0
emojiEnabled	false
buttonWidth	170

(Only for clients using

Searching Direct Mail

as a lead generation source)Pipeline Panel Overview

Button macro
buttonText Watch now
isButtonShadowOn true
emoji {"id":"smile","name":"Smiling Face with Open Mouth and Smiling Eyes","short_names":["smile"],"colons":":smile:","emoticons":["C:","c:",":D",":-D"],"unified":"1f604","skin":null,"native":"😄"}
buttonColor #72a4f4ff
buttonBorderColor #0052CC
buttonNewTab true
buttonFontColor #ffffff
buttonSize medium
buttonWidthDetection 170
buttonIconColor #ffffff
buttonHoverColor #ffffff
buttonIcon bootstrap/ArrowRightCircleFill
buttonType icon_right
buttonNewLink
buttonLink {"link":"https://vimeo.com/716176132716507605/f634c529486473d8534a","source":"direct"}
buttonRadius 20
buttonShadow 0
emojiEnabled false
buttonWidth 170
Creating a Lead
(Only for clients using Direct Mail as a lead generation source)

Pipeline Panel Overview

Button macro

buttonText	Watch now
isButtonShadowOn	true
emoji	{"id":"smile","name":"Smiling Face with Open Mouth and Smiling Eyes","short_names":["smile"],"colons":":smile:","emoticons":["C:","c:",":D",":-D"],"unified":"1f604","skin":null,"native":"😄"}
buttonColor	#72a4f4ff
buttonBorderColor	#0052CC
buttonNewTab	true
buttonFontColor	#ffffff
buttonSize	medium
buttonWidthDetection	170
buttonIconColor	#ffffff
buttonHoverColor	#ffffff
buttonIcon	bootstrap/ArrowRightCircleFill
buttonType	icon_right
buttonNewLink
buttonLink	{"link":"https://vimeo.com/726173789716176132/8804be0b11f634c52948","source":"direct"}
buttonRadius	20
buttonShadow	0
emojiEnabled	false
buttonWidth	170

Pipeline Panel

Alerts

button

Creating a Lead

button-macro

buttonText	Watch now
isButtonShadowOn	true
emoji	{"id":"smile","name":"Smiling Face with Open Mouth and Smiling Eyes","short_names":["smile"],"colons":":smile:","emoticons":["C:","c:",":D",":-D"],"unified":"1f604","skin":null,"native":"😄"}
buttonColor	#72a4f4ff
buttonBorderColor	#0052CC
buttonNewTab	true
buttonFontColor	#ffffff
buttonSize	medium
buttonWidthDetection	170
buttonIconColor	#ffffff
buttonHoverColor	#ffffff
buttonIcon	bootstrap/ArrowRightCircleFill
buttonType	icon_right
buttonNewLink
buttonLink	{"link":"https://vimeo.com/716175141726173789/4beeb232cd8804be0b11","source":"direct"}
buttonRadius	20
buttonShadow	0
emojiEnabled	false
buttonWidth	170

Pipeline Panel

Managing Follow-Ups

Alerts

Button macro

buttonText	Watch now
isButtonShadowOn	true
emoji	{"id":"smile","name":"Smiling Face with Open Mouth and Smiling Eyes","short_names":["smile"],"colons":":smile:","emoticons":["C:","c:",":D",":-D"],"unified":"1f604","skin":null,"native":"😄"}
buttonColor	#72a4f4ff
buttonBorderColor	#0052CC
buttonNewTab	true
buttonFontColor	#ffffff
buttonSize	medium
buttonWidthDetection	170
buttonIconColor	#ffffff
buttonHoverColor	#ffffff
buttonIcon	bootstrap/ArrowRightCircleFill
buttonType	icon_right
buttonNewLink
buttonLink	{"link":"https://vimeo.com/734040777716175141/9f33c80d244beeb232cd","source":"direct"}
buttonRadius	20
buttonShadow	0
emojiEnabled	false
buttonWidth	170

Pipeline Panel

Calendar

Managing Follow-Ups

Button macro

buttonText	Watch now
isButtonShadowOn	true
emoji	{"id":"smile","name":"Smiling Face with Open Mouth and Smiling Eyes","short_names":["smile"],"colons":":smile:","emoticons":["C:","c:",":D",":-D"],"unified":"1f604","skin":null,"native":"😄"}
buttonColor	#72a4f4ff
buttonBorderColor	#0052CC
buttonNewTab	true
buttonFontColor	#ffffff
buttonSize	medium
buttonWidthDetection	170
buttonIconColor	#ffffff
buttonHoverColor	#ffffff
buttonIcon	bootstrap/ArrowRightCircleFill
buttonType	icon_right
buttonNewLink
buttonLink	{"link":"https://vimeo.com/716175301734040777/323e24ea649f33c80d24","source":"direct"}
buttonRadius	20
buttonShadow	0
emojiEnabled	false
buttonWidth	170

Pipeline Panel

Open Leads

Calendar

Button macro

buttonText	Watch now
isButtonShadowOn	true
emoji	{"id":"smile","name":"Smiling Face with Open Mouth and Smiling Eyes","short_names":["smile"],"colons":":smile:","emoticons":["C:","c:",":D",":-D"],"unified":"1f604","skin":null,"native":"😄"}
buttonColor	#72a4f4ff
buttonBorderColor	#0052CC
buttonNewTab	true
buttonFontColor	#ffffff
buttonSize	medium
buttonWidthDetection	170
buttonIconColor	#ffffff
buttonHoverColor	#ffffff
buttonIcon	bootstrap/ArrowRightCircleFill
buttonType	icon_right
buttonNewLink
buttonLink	{"link":"https://vimeo.com/716530621716175301/a3ed69bf4f323e24ea64","source":"direct"}
buttonRadius	20
buttonShadow	0
emojiEnabled	false
buttonWidth	170

Pipeline Panel

Unassigned

Open Leads

Button macro

buttonText	Watch now
isButtonShadowOn	true
emoji	{"id":"smile","name":"Smiling Face with Open Mouth and Smiling Eyes","short_names":["smile"],"colons":":smile:","emoticons":["C:","c:",":D",":-D"],"unified":"1f604","skin":null,"native":"😄"}
buttonColor	#72a4f4ff
buttonBorderColor	#0052CC
buttonNewTab	true
buttonFontColor	#ffffff
buttonSize	medium
buttonWidthDetection	170
buttonIconColor	#ffffff
buttonHoverColor	#ffffff
buttonIcon	bootstrap/ArrowRightCircleFill
buttonType	icon_right
buttonNewLink
buttonLink	{"link":"https://vimeo.com/716176349716530621/d9e5cf2a1da3ed69bf4f","source":"direct"}
buttonRadius	20
buttonShadow	0
emojiEnabled	false
buttonWidth	170

Pipeline Panel

LOS Status Sections

Unassigned Leads

Button macro

buttonText	Watch now
isButtonShadowOn	true
emoji	{"id":"smile","name":"Smiling Face with Open Mouth and Smiling Eyes","short_names":["smile"],"colons":":smile:","emoticons":["C:","c:",":D",":-D"],"unified":"1f604","skin":null,"native":"😄"}
buttonColor	#72a4f4ff
buttonBorderColor	#0052CC
buttonNewTab	true
buttonFontColor	#ffffff
buttonSize	medium
buttonWidthDetection	170
buttonIconColor	#ffffff
buttonHoverColor	#ffffff
buttonIcon	bootstrap/ArrowRightCircleFill
buttonType	icon_right
buttonNewLink
buttonLink	{"link":"https://vimeo.com/716175747716176349/8715e78891d9e5cf2a1d","source":"direct"}
buttonRadius	20
buttonShadow	0
emojiEnabled	false
buttonWidth	170

Pipeline Panel

Application Panel Overview

LOS Status Sections

Button macro

buttonText	Watch now
isButtonShadowOn	true
emoji	{"id":"smile","name":"Smiling Face with Open Mouth and Smiling Eyes","short_names":["smile"],"colons":":smile:","emoticons":["C:","c:",":D",":-D"],"unified":"1f604","skin":null,"native":"😄"}
buttonColor	#72a4f4ff
buttonBorderColor	#0052CC
buttonNewTab	true
buttonFontColor	#ffffff
buttonSize	medium
buttonWidthDetection	170
buttonIconColor	#ffffff
buttonHoverColor	#ffffff
buttonIcon	bootstrap/ArrowRightCircleFill
buttonType	icon_right
buttonNewLink
buttonLink	{"link":"https://vimeo.com/716175201716175747/e8efb5038f8715e78891","source":"direct"}
buttonRadius	20
buttonShadow	0
emojiEnabled	false
buttonWidth	170

Applications Workflow

Pipeline Panel

Application Panel Overview

Button macro

buttonText	Watch now
isButtonShadowOn	true
emoji	{"id":"smile","name":"Smiling Face with Open Mouth and Smiling Eyes","short_names":["smile"],"colons":":smile:","emoticons":["C:","c:",":D",":-D"],"unified":"1f604","skin":null,"native":"😄"}
buttonColor	#72a4f4ff
buttonBorderColor	#0052CC
buttonNewTab	true
buttonFontColor	#ffffff
buttonSize	medium
buttonWidthDetection	170
buttonIconColor	#ffffff
buttonHoverColor	#ffffff
buttonIcon	bootstrap/ArrowRightCircleFill
buttonType	icon_right
buttonNewLink
buttonLink	{"link":"https://vimeo.com/716175236716175201/d0d4402511e8efb5038f","source":"direct"}
buttonRadius	20
buttonShadow	0
emojiEnabled	false
buttonWidth	170

Application Panel: Status and Activities

Action Tools Overview

Applications Workflow

Button macro

buttonText	Watch now
isButtonShadowOn	true
emoji	{"id":"smile","name":"Smiling Face with Open Mouth and Smiling Eyes","short_names":["smile"],"colons":":smile:","emoticons":["C:","c:",":D",":-D"],"unified":"1f604","skin":null,"native":"😄"}
buttonColor	#72a4f4ff
buttonBorderColor	#0052CC
buttonNewTab	true
buttonFontColor	#ffffff
buttonSize	medium
buttonWidthDetection	170
buttonIconColor	#ffffff
buttonHoverColor	#ffffff
buttonIcon	bootstrap/ArrowRightCircleFill
buttonType	icon_right
buttonNewLink
buttonLink	{"link":"https://vimeo.com/716175024716175236/47e6b554e1d0d4402511","source":"direct"}
buttonRadius	20
buttonShadow	0
emojiEnabled	false
buttonWidth	170

Application Panel

Click-To-Call

:
Status and Activities

Action Tools Overview

Button macro

buttonText	Watch now
isButtonShadowOn	true
emoji	{"id":"smile","name":"Smiling Face with Open Mouth and Smiling Eyes","short_names":["smile"],"colons":":smile:","emoticons":["C:","c:",":D",":-D"],"unified":"1f604","skin":null,"native":"😄"}
buttonColor	#72a4f4ff
buttonBorderColor	#0052CC
buttonNewTab	true
buttonFontColor	#ffffff
buttonSize	medium
buttonWidthDetection	170
buttonIconColor	#ffffff
buttonHoverColor	#ffffff
buttonIcon	bootstrap/ArrowRightCircleFill
buttonType	icon_right
buttonNewLink
buttonLink	{"link":"https://vimeo.com/716175071716175024/fe63b95a4847e6b554e1","source":"direct"}
buttonRadius	20
buttonShadow	0
emojiEnabled	false
buttonWidth	170

Application Panel

SMS | Text

Click-To-Call

Button macro

buttonText	Watch now
isButtonShadowOn	true
emoji	{"id":"smile","name":"Smiling Face with Open Mouth and Smiling Eyes","short_names":["smile"],"colons":":smile:","emoticons":["C:","c:",":D",":-D"],"unified":"1f604","skin":null,"native":"😄"}
buttonColor	#72a4f4ff
buttonBorderColor	#0052CC
buttonNewTab	true
buttonFontColor	#ffffff
buttonSize	medium
buttonWidthDetection	170
buttonIconColor	#ffffff
buttonHoverColor	#ffffff
buttonIcon	bootstrap/ArrowRightCircleFill
buttonType	icon_right
buttonNewLink
buttonLink	{"link":"https://vimeo.com/717910270716175071/cdc7fccb88fe63b95a48","source":"direct"}
buttonRadius	20
buttonShadow	0
emojiEnabled	false
buttonWidth	170

Application Panel

Set a Follow-Up

SMS | Text

Button macro

buttonText	Watch now
isButtonShadowOn	true
emoji	{"id":"smile","name":"Smiling Face with Open Mouth and Smiling Eyes","short_names":["smile"],"colons":":smile:","emoticons":["C:","c:",":D",":-D"],"unified":"1f604","skin":null,"native":"😄"}
buttonColor	#72a4f4ff
buttonBorderColor	#0052CC
buttonNewTab	true
buttonFontColor	#ffffff
buttonSize	medium
buttonWidthDetection	170
buttonIconColor	#ffffff
buttonHoverColor	#ffffff
buttonIcon	bootstrap/ArrowRightCircleFill
buttonType	icon_right
buttonNewLink
buttonLink	{"link":"https://vimeo.com/718668323717910270/53c1b257c6cdc7fccb88","source":"direct"}
buttonRadius	20
buttonShadow	0
emojiEnabled	false
buttonWidth	170

Application Panel

Notes

Set a Follow-Up

Button macro

buttonText	Watch now
isButtonShadowOn	true
emoji	{"id":"smile","name":"Smiling Face with Open Mouth and Smiling Eyes","short_names":["smile"],"colons":":smile:","emoticons":["C:","c:",":D",":-D"],"unified":"1f604","skin":null,"native":"😄"}
buttonColor	#72a4f4ff
buttonBorderColor	#0052CC
buttonNewTab	true
buttonFontColor	#ffffff
buttonSize	medium
buttonWidthDetection	170
buttonIconColor	#ffffff
buttonHoverColor	#ffffff
buttonIcon	bootstrap/ArrowRightCircleFill
buttonType	icon_right
buttonNewLink
buttonLink	{"link":"https://vimeo.com/719183099718668323/683e5590a153c1b257c6","source":"direct"}
buttonRadius	20
buttonShadow	0
emojiEnabled	false
buttonWidth	170

Application Panel

Export Action Tool

Notes

Button macro

buttonText	Watch now
isButtonShadowOn	true
emoji	{"id":"smile","name":"Smiling Face with Open Mouth and Smiling Eyes","short_names":["smile"],"colons":":smile:","emoticons":["C:","c:",":D",":-D"],"unified":"1f604","skin":null,"native":"😄"}
buttonColor	#72a4f4ff
buttonBorderColor	#0052CC
buttonNewTab	true
buttonFontColor	#ffffff
buttonSize	medium
buttonWidthDetection	170
buttonIconColor	#ffffff
buttonHoverColor	#ffffff
buttonIcon	bootstrap/ArrowRightCircleFill
buttonType	icon_right
buttonNewLink
buttonLink	{"link":"https://vimeo.com/721576792719183099/6f98dc80c6683e5590a1","source":"direct"}
buttonRadius	20
buttonShadow	0
emojiEnabled	false
buttonWidth	170

Application Panel

Property Info

Export Action Tool

Button macro

buttonText	Watch now
isButtonShadowOn	true
emoji	{"id":"smile","name":"Smiling Face with Open Mouth and Smiling Eyes","short_names":["smile"],"colons":":smile:","emoticons":["C:","c:",":D",":-D"],"unified":"1f604","skin":null,"native":"😄"}
buttonColor	#72a4f4ff
buttonBorderColor	#0052CC
buttonNewTab	true
buttonFontColor	#ffffff
buttonSize	medium
buttonWidthDetection	170
buttonIconColor	#ffffff
buttonHoverColor	#ffffff
buttonIcon	bootstrap/ArrowRightCircleFill
buttonType	icon_right
buttonNewLink
buttonLink	{"link":"https://vimeo.com/720464033721576792/3c70c1b8e06f98dc80c6","source":"direct"}
buttonRadius	20
buttonShadow	0
emojiEnabled	false
buttonWidth	170

Application Panel

No Sale/ DNC Action Tool

Property Info

Button macro

buttonText	Watch now
isButtonShadowOn	true
emoji	{"id":"smile","name":"Smiling Face with Open Mouth and Smiling Eyes","short_names":["smile"],"colons":":smile:","emoticons":["C:","c:",":D",":-D"],"unified":"1f604","skin":null,"native":"😄"}
buttonColor	#72a4f4ff
buttonBorderColor	#0052CC
buttonNewTab	true
buttonFontColor	#ffffff
buttonSize	medium
buttonWidthDetection	170
buttonIconColor	#ffffff
buttonHoverColor	#ffffff
buttonIcon	bootstrap/ArrowRightCircleFill
buttonType	icon_right
buttonNewLink
buttonLink	{"link":"https://vimeo.com/721545986720464033/2b0b3123a63c70c1b8e0","source":"direct"}
buttonRadius	20
buttonShadow	0
emojiEnabled	false
buttonWidth	170

Application Panel

inSight

My Pipeline

No Sale / DNC Action Tool

Button macro

buttonText	Watch now
isButtonShadowOn	true
emoji	{"id":"smile","name":"Smiling Face with Open Mouth and Smiling Eyes","short_names":["smile"],"colons":":smile:","emoticons":["C:","c:",":D",":-D"],"unified":"1f604","skin":null,"native":"😄"}
buttonColor	#06244eff#72a4f4ff
buttonBorderColor	#0052CC
buttonNewTab	true
buttonFontColor	#ffffff
buttonSize	medium
buttonWidthDetection	170
buttonIconColor	#ffffff
buttonHoverColor	#ffffff
buttonIcon	bootstrap/ArrowRightCircleFill
buttonType	icon_right
buttonNewLink
buttonLink	{"link":"https://vimeo.com/733757894721545986/30a4e0b9212b0b3123a6","source":"direct"}
buttonRadius	20
buttonShadow	0
emojiEnabled	false
buttonWidth	170

inTouch

AgentConnect Quick Start

button-

Application Panel

in-Flow Partner Workflow

inFlow - Partner Workflow

Partner Workflow Overview

button-macro

buttonText	Watch now
isButtonShadowOn	true
emoji	{"id":"smile","name":"Smiling Face with Open Mouth and Smiling Eyes","short_names":["smile"],"colons":":smile:","emoticons":["C:","c:",":D",":-D"],"unified":"1f604","skin":null,"native":"😄"}
buttonBorderHoverColor	#0052CC
buttonColor	#1c63f4ff#72a4f4ff
buttonBorderColor	#0052CC
buttonNewTab	true
buttonFontColor	#ffffff
buttonSize	medium
buttonWidthDetection	170
buttonIconColor	#ffffff
buttonHoverColor	#ffffff
buttonFontHoverColor	#72a4f4ff
buttonIconHoverColor	#72a4f4ff
buttonIcon	bootstrap/ArrowRightCircleFill
buttonType	icon_right
buttonNewLink
buttonLink	{"link":"https://vimeo.com/729370021793458740/08f2b037a9d2a3fc73d2","source":"direct"}
buttonRadius	20
buttonShadow	0
emojiEnabled	false
buttonWidth	170

Partner Workflow

Creating a Referral Partner Using the Web App
Button macro
buttonText Watch now
isButtonShadowOn true
emoji {"id":"smile","name":"Smiling Face with Open Mouth and Smiling Eyes","short_names":["smile"],"colons":":smile:","emoticons":["C:","c:",":D",":-D"],"unified":"1f604","skin":null,"native":"😄"}
buttonBorderHoverColor #0052CC
buttonColor #72a4f4ff
buttonBorderColor #0052CC
buttonNewTab true
buttonFontColor #ffffff
buttonSize medium
buttonWidthDetection 170
buttonIconColor #ffffff
buttonHoverColor #ffffff
buttonFontHoverColor #72a4f4ff
buttonIconHoverColor #72a4f4ff
buttonIcon bootstrap/ArrowRightCircleFill
buttonType icon_right
buttonNewLink
buttonLink {"link":"https://vimeo.com/794658240/bad3dd757c","source":"direct"}
buttonRadius 20
buttonShadow 0
emojiEnabled false
buttonWidth 170

Partner Workflow

Creating a Referral Partner Using the Mobile App

Button macro

buttonText	Watch now
isButtonShadowOn	true
emoji	{"id":"smile","name":"Smiling Face with Open Mouth and Smiling Eyes","short_names":["smile"],"colons":":smile:","emoticons":["C:","c:",":D",":-D"],"unified":"1f604","skin":null,"native":"😄"}
buttonColor	#72a4f4ff
buttonBorderColor	#0052CC
buttonNewTab	true
buttonFontColor	#ffffff
buttonSize	medium
buttonWidthDetection	170
buttonIconColor	#ffffff
buttonHoverColor	#ffffff
buttonIcon	bootstrap/ArrowRightCircleFill
buttonType	icon_right
buttonNewLink
buttonLink	{"link":"https://vimeo.com/794302435/5f2d7a4f5a","source":"direct"}
buttonRadius	20
buttonShadow	0
emojiEnabled	false
buttonWidth	170

Partner Workflow

Associating Leads to Referral Partner

Button macro

buttonText	Watch now
isButtonShadowOn	true
emoji	{"id":"smile","name":"Smiling Face with Open Mouth and Smiling Eyes","short_names":["smile"],"colons":":smile:","emoticons":["C:","c:",":D",":-D"],"unified":"1f604","skin":null,"native":"😄"}
buttonBorderHoverColor	#0052CC
buttonColor	#72a4f4ff
buttonBorderColor	#0052CC
buttonNewTab	true
buttonFontColor	#ffffff
buttonSize	medium
buttonWidthDetection	170
buttonIconColor	#ffffff
buttonHoverColor	#ffffff
buttonFontHoverColor	#72a4f4ff
buttonIconHoverColor	#72a4f4ff
buttonIcon	bootstrap/ArrowRightCircleFill
buttonType	icon_right
buttonNewLink
buttonLink	{"link":"https://vimeo.com/794901918/532c01de2a","source":"direct"}
buttonRadius	20
buttonShadow	0
emojiEnabled	false
buttonWidth	170

Partner Workflow

Associating Leads to Referral Partners Using the Mobile App

Button macro

buttonText	Watch now
isButtonShadowOn	true
emoji	{"id":"smile","name":"Smiling Face with Open Mouth and Smiling Eyes","short_names":["smile"],"colons":":smile:","emoticons":["C:","c:",":D",":-D"],"unified":"1f604","skin":null,"native":"😄"}
buttonBorderHoverColor	#0052CC
buttonColor	#72a4f4ff
buttonBorderColor	#0052CC
buttonNewTab	true
buttonFontColor	#ffffff
buttonSize	medium
buttonWidthDetection	170
buttonIconColor	#ffffff
buttonHoverColor	#ffffff
buttonFontHoverColor	#72a4f4ff
buttonIconHoverColor	#72a4f4ff
buttonIcon	bootstrap/ArrowRightCircleFill
buttonType	icon_right
buttonNewLink
buttonLink	{"link":"https://vimeo.com/796302204/73aa6c1d41","source":"direct"}
buttonRadius	20
buttonShadow	0
emojiEnabled	false
buttonWidth	170

Partner Workflow

Viewing Leads Associated with your Referral Partner

Button macro

buttonText	Watch now
isButtonShadowOn	true
emoji	{"id":"smile","name":"Smiling Face with Open Mouth and Smiling Eyes","short_names":["smile"],"colons":":smile:","emoticons":["C:","c:",":D",":-D"],"unified":"1f604","skin":null,"native":"😄"}
buttonBorderHoverColor	#0052CC
buttonColor	#72a4f4ff
buttonBorderColor	#0052CC
buttonNewTab	true
buttonFontColor	#ffffff
buttonSize	medium
buttonWidthDetection	170
buttonIconColor	#ffffff
buttonHoverColor	#ffffff
buttonFontHoverColor	#72a4f4ff
buttonIconHoverColor	#72a4f4ff
buttonIcon	bootstrap/ArrowRightCircleFill
buttonType	icon_right
buttonNewLink
buttonLink	{"link":"https://vimeo.com/795373328/6d4fd4d8d1","source":"direct"}
buttonRadius	20
buttonShadow	0
emojiEnabled	false
buttonWidth	170

Partner Workflow

Viewing Leads Associated with your Referral Partner Using the Mobile App

Button macro

buttonText	Watch now
isButtonShadowOn	true
emoji	{"id":"smile","name":"Smiling Face with Open Mouth and Smiling Eyes","short_names":["smile"],"colons":":smile:","emoticons":["C:","c:",":D",":-D"],"unified":"1f604","skin":null,"native":"😄"}
buttonBorderHoverColor	#0052CC
buttonColor	#72a4f4ff
buttonBorderColor	#0052CC
buttonNewTab	true
buttonFontColor	#ffffff
buttonSize	medium
buttonWidthDetection	170
buttonIconColor	#ffffff
buttonHoverColor	#ffffff
buttonFontHoverColor	#72a4f4ff
buttonIconHoverColor	#72a4f4ff
buttonIcon	bootstrap/ArrowRightCircleFill
buttonType	icon_right
buttonNewLink
buttonLink	{"link":"https://vimeo.com/796313613/e78420f937","source":"direct"}
buttonRadius	20
buttonShadow	0
emojiEnabled	false
buttonWidth	170

Partner Workflow

Real Estate Agent Report

Button macro

buttonText	Watch now
isButtonShadowOn	true
emoji	{"id":"smile","name":"Smiling Face with Open Mouth and Smiling Eyes","short_names":["smile"],"colons":":smile:","emoticons":["C:","c:",":D",":-D"],"unified":"1f604","skin":null,"native":"😄"}
buttonBorderHoverColor	#0052CC
buttonColor	#72a4f4ff
buttonBorderColor	#0052CC
buttonNewTab	true
buttonFontColor	#ffffff
buttonSize	medium
buttonWidthDetection	170
buttonIconColor	#ffffff
buttonHoverColor	#ffffff
buttonFontHoverColor	#72a4f4ff
buttonIconHoverColor	#72a4f4ff
buttonIcon	bootstrap/ArrowRightCircleFill
buttonType	icon_right
buttonNewLink
buttonLink	{"link":"https://vimeo.com/799275592","source":"direct"}
buttonRadius	20
buttonShadow	0
emojiEnabled	false
buttonWidth	170

Partner Workflow

Referral Partner Report

Button macro

buttonText	Watch now
isButtonShadowOn	true
emoji	{"id":"smile","name":"Smiling Face with Open Mouth and Smiling Eyes","short_names":["smile"],"colons":":smile:","emoticons":["C:","c:",":D",":-D"],"unified":"1f604","skin":null,"native":"😄"}
buttonBorderHoverColor	#0052CC
buttonColor	#72a4f4ff
buttonBorderColor	#0052CC
buttonNewTab	true
buttonFontColor	#ffffff
buttonSize	medium
buttonWidthDetection	170
buttonIconColor	#ffffff
buttonHoverColor	#ffffff
buttonFontHoverColor	#72a4f4ff
buttonIconHoverColor	#72a4f4ff
buttonIcon	bootstrap/ArrowRightCircleFill
buttonType	icon_right
buttonNewLink
buttonLink	{"link":"https://vimeo.com/799286506","source":"direct"}
buttonRadius	20
buttonShadow	0
emojiEnabled	false
buttonWidth	170

Partner Workflow

inSight

My Pipeline

Button macro

buttonText	Watch now
isButtonShadowOn	true
emoji	{"id":"smile","name":"Smiling Face with Open Mouth and Smiling Eyes","short_names":["smile"],"colons":":smile:","emoticons":["C:","c:",":D",":-D"],"unified":"1f604","skin":null,"native":"😄"}
buttonColor	#06244eff
buttonBorderColor	#0052CC
buttonNewTab	true
buttonFontColor	#ffffff
buttonSize	medium
buttonWidthDetection	170
buttonIconColor	#ffffff
buttonHoverColor	#ffffff
buttonIcon	bootstrap/ArrowRightCircleFill
buttonType	icon_right
buttonNewLink
buttonLink	{"link":"https://vimeo.com/733757894/30a4e0b921","source":"direct"}
buttonRadius	20
buttonShadow	0
emojiEnabled	false
buttonWidth	170

inTouch

(This product is in active development. Some features shown may not be available at this time.)

Overview

Button macro

buttonText	Watch now
isButtonShadowOn	true
emoji	{"id":"smile","name":"Smiling Face with Open Mouth and Smiling Eyes","short_names":["smile"],"colons":":smile:","emoticons":["C:","c:",":D",":-D"],"unified":"1f604","skin":null,"native":"😄"}
buttonColor	#1c63f4ff
buttonBorderColor	#0052CC
buttonNewTab	true
buttonFontColor	#ffffff
buttonSize	medium
buttonWidthDetection	170
buttonIconColor	#ffffff
buttonHoverColor	#ffffff
buttonIcon	bootstrap/ArrowRightCircleFill
buttonType	icon_right
buttonNewLink
buttonLink	{"link":"https://vimeo.com/743047042/4d671e6dc6","source":"direct"}
buttonRadius	20
buttonShadow	0
emojiEnabled	false
buttonWidth	170

User Profile: 1 Time Set-Up

Button macro

buttonText	Watch now
isButtonShadowOn	true
emoji	{"id":"smile","name":"Smiling Face with Open Mouth and Smiling Eyes","short_names":["smile"],"colons":":smile:","emoticons":["C:","c:",":D",":-D"],"unified":"1f604","skin":null,"native":"😄"}
buttonColor	#1c63f4ff
buttonBorderColor	#0052CC
buttonNewTab	true
buttonFontColor	#ffffff
buttonSize	medium
buttonWidthDetection	170
buttonIconColor	#ffffff
buttonHoverColor	#ffffff
buttonIcon	bootstrap/ArrowRightCircleFill
buttonType	icon_right
buttonNewLink
buttonLink	{"link":"https://vimeo.com/758789866/67079a1d5d","source":"direct"}
buttonRadius	20
buttonShadow	0
emojiEnabled	false
buttonWidth	170

Main Menu:

Button macro

buttonText	Watch now
isButtonShadowOn	true
emoji	{"id":"smile","name":"Smiling Face with Open Mouth and Smiling Eyes","short_names":["smile"],"colons":":smile:","emoticons":["C:","c:",":D",":-D"],"unified":"1f604","skin":null,"native":"😄"}
buttonColor	#1c63f4ff
buttonBorderColor	#0052CC
buttonNewTab	true
buttonFontColor	#ffffff
buttonSize	medium
buttonWidthDetection	170
buttonIconColor	#ffffff
buttonHoverColor	#ffffff
buttonIcon	bootstrap/ArrowRightCircleFill
buttonType	icon_right
buttonNewLink
buttonLink	{"link":"https://vimeo.com/743431095/e683f8bd73","source":"direct"}
buttonRadius	20
buttonShadow	0
emojiEnabled	false
buttonWidth	170

My Loan Programs & My Rates

Button macro

buttonText	Watch now
isButtonShadowOn	true
emoji	{"id":"smile","name":"Smiling Face with Open Mouth and Smiling Eyes","short_names":["smile"],"colons":":smile:","emoticons":["C:","c:",":D",":-D"],"unified":"1f604","skin":null,"native":"😄"}
buttonColor	#1c63f4ff
buttonBorderColor	#0052CC
buttonNewTab	true
buttonFontColor	#ffffff
buttonSize	medium
buttonWidthDetection	170
buttonIconColor	#ffffff
buttonHoverColor	#ffffff
buttonIcon	bootstrap/ArrowRightCircleFill
buttonType	icon_right
buttonNewLink
buttonLink	{"link":"https://vimeo.com/754470311/bdb39069ce","source":"direct"}
buttonRadius	20
buttonShadow	0
emojiEnabled	false
buttonWidth	170

My Flyers: Static Flyers

Button macro

buttonText	Watch now
isButtonShadowOn	true
emoji	{"id":"smile","name":"Smiling Face with Open Mouth and Smiling Eyes","short_names":["smile"],"colons":":smile:","emoticons":["C:","c:",":D",":-D"],"unified":"1f604","skin":null,"native":"😄"}
buttonColor	#1c63f4ff
buttonBorderColor	#0052CC
buttonNewTab	true
buttonFontColor	#ffffff
buttonSize	medium
buttonWidthDetection	170
buttonIconColor	#ffffff
buttonHoverColor	#ffffff
buttonIcon	bootstrap/ArrowRightCircleFill
buttonType	icon_right
buttonNewLink
buttonLink	{"link":"https://vimeo.com/743471579/eb48a41bbf","source":"direct"}
buttonRadius	20
buttonShadow	0
emojiEnabled	false
buttonWidth	170

My Flyers: Listing Search

Button macro

buttonText	Watch now
isButtonShadowOn	true
emoji	{"id":"smile","name":"Smiling Face with Open Mouth and Smiling Eyes","short_names":["smile"],"colons":":smile:","emoticons":["C:","c:",":D",":-D"],"unified":"1f604","skin":null,"native":"😄"}
buttonColor	#1c63f4ff
buttonBorderColor	#0052CC
buttonNewTab	true
buttonFontColor	#ffffff
buttonSize	medium
buttonWidthDetection	170
buttonIconColor	#ffffff
buttonHoverColor	#ffffff
buttonIcon	bootstrap/ArrowRightCircleFill
buttonType	icon_right
buttonNewLink
buttonLink	{"link":"https://vimeo.com/763449292/32fa012d11","source":"direct"}
buttonRadius	20
buttonShadow	0
emojiEnabled	false
buttonWidth	170

My Flyers: Manual Flyers

Button macro

buttonText	Watch now
isButtonShadowOn	true
emoji	{"id":"smile","name":"Smiling Face with Open Mouth and Smiling Eyes","short_names":["smile"],"colons":":smile:","emoticons":["C:","c:",":D",":-D"],"unified":"1f604","skin":null,"native":"😄"}
buttonColor	#1c63f4ff
buttonBorderColor	#0052CC
buttonNewTab	true
buttonFontColor	#ffffff
buttonSize	medium
buttonWidthDetection	170
buttonIconColor	#ffffff
buttonHoverColor	#ffffff
buttonIcon	bootstrap/ArrowRightCircleFill
buttonType	icon_right
buttonNewLink
buttonLink	{"link":"https://vimeo.com/743473829/b04f27f92e","source":"direct"}
buttonRadius	20
buttonShadow	0
emojiEnabled	false
buttonWidth	170

Property Website Landing Pages:

Button macro

buttonText	Watch now
isButtonShadowOn	true
emoji	{"id":"smile","name":"Smiling Face with Open Mouth and Smiling Eyes","short_names":["smile"],"colons":":smile:","emoticons":["C:","c:",":D",":-D"],"unified":"1f604","skin":null,"native":"😄"}
buttonColor	#1c63f4ff
buttonBorderColor	#0052CC
buttonNewTab	true
buttonFontColor	#ffffff
buttonSize	medium
buttonWidthDetection	170
buttonIconColor	#ffffff
buttonHoverColor	#ffffff
buttonIcon	bootstrap/ArrowRightCircleFill
buttonType	icon_right
buttonNewLink
buttonLink	{"link":"https://vimeo.com/759520057/e2195ed744","source":"direct"}
buttonRadius	20
buttonShadow	0
emojiEnabled	false
buttonWidth	170

Pricing Job Aid Agent Connect:

View file

name	Agent Connect Job Aid 7.19.22.pdf

AgentConnect Live Demo

Button macro

buttonText	Watch now
isButtonShadowOn	true
emoji	{"id":"smile","name":"Smiling Face with Open Mouth and Smiling Eyes","short_names":["smile"],"colons":":smile:","emoticons":["C:","c:",":D",":-D"],"unified":"1f604","skin":null,"native":"😄"}
buttonColor	#1c63f4ff
buttonBorderColor	#0052CC
buttonNewTab	true
buttonFontColor	#ffffff
buttonSize	medium
buttonWidthDetection	170
buttonIconColor	#ffffff
buttonHoverColor	#ffffff
buttonIcon	bootstrap/ArrowRightCircleFill
buttonType	icon_right
buttonNewLink
buttonLink	""
buttonRadius	20
buttonShadow	0
emojiEnabled	false
buttonWidth	170

Macrosuite divider macro

dividerWidth	100
dividerType	only_divider
emoji	{"id":"smile","name":"Smiling Face with Open Mouth and Smiling Eyes","short_names":["smile"],"colons":":smile:","emoticons":["C:","c:",":D",":-D"],"unified":"1f604","skin":null,"native":"😄"}
textColor	#06244eff
dividerWeight	3
labelPosition	middle
textAlignment	center
iconColor	#06244eff
fontSize	medium
text
emojiEnabled	false
dividerColor	#06244eff
dividerIcon	font-awesome/Rocket

Version	Old Version 7	New Version Current
Changes made by	Tristy Lee (Unlicensed)	Tristy Lee (Unlicensed)
Saved on	Aug 01, 2022	Feb 15, 2023

Content Comparison

Versions Compared

Key

Unlock the Power of Insellerate

Welcome to Insellerate

Training

Success Tips

Using the Help Center

Insellerate Overview

Overview of

the Desktop

Desktop Login

Passwords

Logout and Session Timers

Windows Notifications

Main Dashboard

Mobile App Quick Start Button macrobuttonTextWatch nowisButtonShadowOntrueemoji{"id":"smile","name":"Smiling Face with Open Mouth and Smiling Eyes","short_names":["smile"],"colons":":smile:","emoticons":["C:","c:",":D",":-D"],"unified":"1f604","skin":null,"native":"😄"}buttonColor

#06244effbuttonBorderColor#0052CCbuttonNewTabtruebuttonFontColor#ffffffbuttonSizemediumbuttonWidthDetection170buttonIconColor#ffffffbuttonHoverColor#ffffffbuttonIconbootstrap/ArrowRightCircleFillbuttonTypeicon_rightbuttonNewLinkbuttonLink{"link":"https://vimeo.com/

735918263/

8eb8483094","source":"direct"}buttonRadius20buttonShadow0emojiEnabledfalsebuttonWidth170

Navigation | Settings | Controls

Main Dashboard

Using the Main Dashboard

Button macrobuttonTextWatch nowisButtonShadowOntrueemoji{"id":"smile","name":"Smiling Face with Open Mouth and Smiling Eyes","short_names":["smile"],"colons":":smile:","emoticons":["C:","c:",":D",":-D"],"unified":"1f604","skin":null,"native":"😄"}buttonColor

#0052CCbuttonBorderColor#0052CCbuttonNewTabtruebuttonFontColor#ffffffbuttonSizemediumbuttonWidthDetection170buttonIconColor#ffffffbuttonHoverColor#ffffffbuttonIconbootstrap/ArrowRightCircleFillbuttonTypeicon_rightbuttonNewLinkbuttonLink{"link":"https://vimeo.com/

716175848/

84f6089457","source":"direct"}buttonRadius20buttonShadow0emojiEnabledfalsebuttonWidth170

Navigation | Settings | Controls

Main Menu Bar

Controls: Leads and Calls

User Profiles

inFlow Overview

inFlow

inFlow Overview

Searching

Applications

Searching Direct Mail

Pipeline Panel Overview

Alerts

Creating a Lead

Alerts

Managing Follow-Ups

Calendar

Open Leads

Unassigned Leads

LOS Status Sections

Application Panel Overview

Applications Workflow

Click-To-Call

Action Tools Overview

Click-To-Call

SMS | Text

Set a Follow-Up

Notes

Export Action Tool

Property Info

inSight

No Sale / DNC Action Tool

inTouch

in-Flow Partner Workflow

inFlow - Partner Workflow

Partner Workflow Overview

Creating a Referral Partner Using the Mobile App

Associating Leads to Referral Partner

Associating Leads to Referral Partners Using the Mobile App

Viewing Leads Associated with your Referral Partner

Viewing Leads Associated with your Referral Partner Using the Mobile App

Real Estate Agent Report

Referral Partner Report

inSight

My Pipeline

inTouch

Overview

User Profile: 1 Time Set-Up

Main Menu:

My Loan Programs & My Rates

My Flyers: Static Flyers

My Flyers: Listing Search

My Flyers: Manual Flyers

Property Website Landing Pages:

Mobile App Quick Start
Button macro
buttonText Watch now
isButtonShadowOn true
emoji {"id":"smile","name":"Smiling Face with Open Mouth and Smiling Eyes","short_names":["smile"],"colons":":smile:","emoticons":["C:","c:",":D",":-D"],"unified":"1f604","skin":null,"native":"😄"}
buttonColor

#06244eff
buttonBorderColor #0052CC
buttonNewTab true
buttonFontColor #ffffff
buttonSize medium
buttonWidthDetection 170
buttonIconColor #ffffff
buttonHoverColor #ffffff
buttonIcon bootstrap/ArrowRightCircleFill
buttonType icon_right
buttonNewLink
buttonLink {"link":"https://vimeo.com/

8eb8483094","source":"direct"}
buttonRadius 20
buttonShadow 0
emojiEnabled false
buttonWidth 170

Button macro
buttonText Watch now
isButtonShadowOn true
emoji {"id":"smile","name":"Smiling Face with Open Mouth and Smiling Eyes","short_names":["smile"],"colons":":smile:","emoticons":["C:","c:",":D",":-D"],"unified":"1f604","skin":null,"native":"😄"}
buttonColor

#0052CC
buttonBorderColor #0052CC
buttonNewTab true
buttonFontColor #ffffff
buttonSize medium
buttonWidthDetection 170
buttonIconColor #ffffff
buttonHoverColor #ffffff
buttonIcon bootstrap/ArrowRightCircleFill
buttonType icon_right
buttonNewLink
buttonLink {"link":"https://vimeo.com/

84f6089457","source":"direct"}
buttonRadius 20
buttonShadow 0
emojiEnabled false
buttonWidth 170