Classic - Quick Start Guide (Web App)
- Rebecca Kornblum
Analytics
The Quick Start Guide provides a brief overview of the most commonly used features in the Insellerate application. Each topic includes a single page of high-level information. Topics include:
How to Log In
How to Log In through the Mobile App
How to Reset Your Password
What are the Parts of the Dashboard?
How to View Your inFlow Pipeline
Prospects vs. Applications
How to View New, Unopened Leads
How to Create a New Lead Manually
How to Search for a Prospect
What Does a New Lead Look Like?
How to Search for an Assigned Lead
How to Update a Lead
How to Turn Off Leads
How to Make a Phone Call
How to Complete an Activity
What is a Prioritized Alert?
What is an Open Lead?
Action Tools – Click-to-Call
Action Tools – Add a Note
Action Tools – Send a Text (Consent)
Action Tools – Create a Calendar/Followup Event
Action Tools – Export to LOS
Action Tools – Get Property Info
Where to Find Help Documents
