Get to know the basics with a few helpful tips and tricks along the way!


How Do I See What Emails Have Been Sent To My Leads?

Just like a traditional CRM, we document all of the emails/texts that your leads receive.

You can quickly see the cadence of communication under the Lead's Profile Timeline. 

To access the Lead's Timeline: 

STEP 1:  Click on the Lead's name to access the Detail View.


STEP 2:  A new screen will appear, displaying the Detail View.

STEP 3:  The Profile Timeline is located in the right-hand column.


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