REfindly Help Desk

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

Integrations 1

• Mailchimp