REfindly Help Desk

Online Billing 0

Service Agreement FAQ 1

• Service Agreement Changes

How do I sign up for your services 0

Registering Domain Names 2

• Register a domain on Godaddy.com
• Register a domain on Name.com

Page Management 10

• Creating a new Page
• Adding a Page to Menu
• Editing a Page
• Deleting a Page
• Adding an Image to a Page

View all 10

Blogging 6

• Creating a new Blog
• Editing a Blog Post
• Deleting a Blog Post
• Adding an Image to a Blog
• Adding Video to a Blog Post

View all 6

Community / Subdivisions 5

• Adding Cities
• Adding a Community
• Editing a Community
• Deleting a Community
• Community Types

User Management 5

• Adding a New Agent
• Editing an Agent
• Deleting an Agent
• Adding Agent Departments
• Changing Password

IDX Settings 3

• Default Sort
• Forced Registration
• Filter Settings - Enable/Disable

Widgets 3

• Communities Widget
• My Listings Widget
• Adding Formatted HTML to a Text Widget

Customization / Design 5

• Adding / Editing Logo
• Adding Social Links
• Slider Images
• What is JS Snippet & Custom CSS?
• Home Page Listing Types

Classic Theme: Customization 3

• Home Page First Block
• Home Page Second Block
• Editing the Home Page Communities List

Vendors 1

• Adding Vendors

CRM Settings 5

• Adding/Editing Email Signature
• Enable/Disable SMS Alerts
• Exporting Leads
• Custom Fields
• How do I Add a Lead Source?

Email Management 2

• Email Setup
• Setting up GMail with the REfindly CRM

Lead Management 11

• Lead Categories
• Lead Types
• Saving Searches for a Lead
• Trulia Leads
• Realtor.com Leads

View all 11

Agent Management 4

• Adding an Agent
• Deleting an Agent
• Turning an Agent On/Off Distribution
• Changing an Agents Password

Distribution Management 3

• Distribution Overview
• Distribution Pools
• Assigning an Unclaimed Lead

Tasks and Calendar 0

Integrations 1

• Mailchimp

Getting Started 5

• How Do I Get an Account?
• How do I send Leads to my CRM?
• How do I Reset My Password?
• How can I be alerted via SMS text messages for new leads?
• Change Profile Picture Seen By Leads

Billing Setup 4

• How do I add a Credit Card?
• How do I change or remove my Credit Card?
• When will I be Billed?
• I Added a Campaign, Why am I not Getting Leads?

Lead Campaigns 6

• What Types of Campaigns can I Add?
• How do I Adjust My Spending for a Managed Campaign?
• Can I Divide My Budget Among Different Managed Campaigns?
• When Will I Start Getting Leads?
• What is the URL for my new Campaign?

View all 6

Managing Leads 5

• Why do some leads have more information than others?
• Why do some seller leads lack information fields relative to the property?
• How Do I Sort and Filter Leads?
• What do I do with my buyer lead?
• What do I do with my seller lead

Managing Domains 1

• How do I Customize my Seller Landing Page?

Support Issues 1

• Creating a Support Ticket

CRM Settings v2 0

CRM Profile v2 0

CRM Leads v2 0

CRM Password v2 0

CRM Dashboard v2 0

REfindly Mobile Apps v2 0