How to create CIL?

Note: all configurations are open only for Admins and Account Owners only. Note: CIL is Real Estate related only. 1. Go to Configurations 2. CIL Settings 3. Add New CIL 4. Fill developer/project information 5. Fill E-mail information 6. Click Update

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What is a CIL?

Note: CIL is Real Estate related only. Contact Information Letter: linking the lead’s contact info (with the developer of choice) to the Sales in charge of the lead.

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How to add a new product?

Note: all configurations are open only for Admins and Account Owners only. 1. Go to Sales > Products & Services 2. Add new product 3. Fill popup 4.Add product

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How to set up Flash Lead Call?

Note: all configurations are open only for Admins and Account Owners only. FL Call is set up from our side. Client-side requirements: 1. A Unified phone number that will forward all calls to our server 2. Team members phone numbers who will receive the calls 3. IVR (voice message)

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Defining Roles

Note: Team settings are open only for Admins and Account Owners only. -Account owner is the highest authority on the system. They can edit all tabs, leads, users, pipelines, and configurations. They can perform all data entry actions & review and modify reports & settings .Can perform all functions including performing calls, register updates, or log […]

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