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Welcome to Insellerate
Help Center:
Insellerate Overview
Overview of Insellerate
Desktop Login
Passwords
Logout and Session Timers
Windows Notifications
Branching
Main Dashboard
Using the Main Dashboard
Navigation | Settings | Controls
Main Menu Bar
Controls: Leads and Calls
User Profiles
inFlow
inFlow Overview
Searching Applications
Searching Direct Mail
(Only for clients using Direct Mail as a lead generation source)
Pipeline Panel Overview
Creating a Lead
Pipeline Panel
Alerts
Pipeline Panel
Managing Follow-Ups
Pipeline Panel
Calendar
Pipeline Panel
Open Leads
Pipeline Panel
Unassigned Leads
Pipeline Panel
LOS Status Sections
Pipeline Panel
Application Panel Overview
Applications Workflow
Application Panel: Status and Activities
Action Tools Overview
Application Panel
Click-To-Call
Application Panel
SMS | Text
Application Panel
Set a Follow-Up
Application Panel
Notes
Application Panel
Export Action Tool
Application Panel
Property Info
Application Panel
No Sale/ DNC Action Tool
Application Panel
inSight
My Pipeline