Ready to get oriented? This is the perfect place to start. In this walkthrough video, we’ll give you a guided tour of the platform’s key features so you can navigate with confidence from day one. Here’s what we’ll cover:
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General Navigation: Get familiar with the layout and how to use your Dashboard effectively
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Administration Tools: Understand where to manage your settings and preferences
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Support Resources: Learn how to access the Knowledge Base and contact support when you need help
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Lead Search: Discover how to search for leads, apply filters, and access key tools like Direct Mail, LeadTrace, and Download
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Adding Properties & Contacts: Learn how to enter new data and what to expect when you're inside a file
Whether you're brand new or just need a refresher, this video will set you up with the essentials.
Josh Tobias
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