Mobile App & Integrations
Navigation
Properties
Contacts
Automation & Bulk Communication
- Add files to eMarketing Storage
- Create a distribution list via the owner feedback report
- Manage the email communicator
- Set up email alerts with a trigger
- Understand office automation
- Use the bulk SMS/TXT Communicator
Calendar, Tasks & Notes
- Add an appraisal calendar event
- Add scheduled viewings to your calendar
- Calendar report overview
- Manage notes
- Manage sticky notes
- Manage your calendar
Settings & Housekeeping
Letters/Action Lists
- Add and manage cloud letter templates
- Add and manage Word doc templates
- Create and assign action lists
- Manage action list automation and editing
- Run the action list overview report
- Understand merge fields
Reporting
- Activity report overview
- Feedback report overview
- Leaderboard report overview
- Login access report overview
- Set up principal reporting
- System activity report overview