Knowledge Base

Stay up to date with new features, improvements, and fixes as they are released to the platform.

Learn how people are stored, organized, and managed throughout the lead and client lifecycle.

Send and manage emails, text messages, and calls while keeping a complete communication history.

Automate follow-up, notifications, and internal actions based on lead behavior and system events.

Learn how to build, customize, and manage your website, including pages, navigation, content, and design settings.

Manage users, roles, and permissions across teams and brokerages.

Configure system-wide settings that control how the CRM behaves and appears.