Office Settings
Office Settings
Settings > Office > People - Import Importing contacts - Use the Import your contacts csv file to build your database TABLE OF CONTENTS Clean your...
Thu, 7 Sep, 2023 at 3:05 PM
Settings > Office > Send tab TABLE OF CONTENTS Twitter integration REINZ eforms Monthly Sales to REINZ Campaign track Twitter integra...
Mon, 22 Jul, 2024 at 10:49 PM
Settings > Office > Templates tab This is where you manage your office templates. Email, Txt, Letter templates. Using templates makes your job easi...
Mon, 22 Jul, 2024 at 10:50 PM
Settings > Office > Letters tab TABLE OF CONTENTS Which Module New Letter template System templates Using good template file names Letter edit...
Wed, 7 Dec, 2022 at 5:30 PM
Settings > Office > Plans tab TABLE OF CONTENTS Plans Plan activities An Action Plan sometimes called an Activity Plan is a group of tasks or...
Mon, 22 Jul, 2024 at 10:51 PM
Settings > Office > Promotions tab TABLE OF CONTENTS Publications & Advertisements tab Publications Advertisements Packages This...
Thu, 25 Jan, 2024 at 11:07 AM