Admin
Admin
21 articles
Company Admin - Getting Started
How can Company Admins view all contacts associated with their LOs?
How Company Admins Manage Custom Fields in Companies?
How to Company Admins Import Contacts in Companies?
How to add Roles & Permissions to LO's within the company?
How Company Admins Import Transactions in Companies?
How Company Admins to create custom Categories?
Manager Dashboard
If you are managing a team then quickly onboard on how to best use our manager dashboard features.
Getting Started as a Manager90-Day Sales for Teams
How to Give Your Manager Access to Your Scoreboard Activities or KPIsManager Dashboard Access
Ability to Add Users To Company
Ability to add Email Templates for Company
How to send Company Campaign?
Ability to see metrics for Campaigns for Company
Ability to add Automation for Company
Ability to Add Company, Locations, And Teams
Allow Super Admins and Company Admins to create custom Lead Sources for a Company
How to assign incoming leads to users in round-robin?
Company admin on how to use the "impersonator" to access their loan officers accounts?
How to Add and Manage Global Automations?
How to use Global Email Template?