Admin
Admin
23 articles
Company Admin - Getting Started
How can Company Admins view all contacts associated with their LOs?
How Company Admins Manage Custom Fields in Companies?
How to Company Admins Import Contacts in Companies?
How to add Roles & Permissions to LO's within the company?
How Company Admins Import Transactions in Companies?
How Company Admins to create custom Categories?
How to Add Due Dates to Loan Officer Tasks with Notifications?
How to Assign Contacts to Users as a Company Admin?
Manager Dashboard
If you are managing a team then quickly onboard on how to best use our manager dashboard features.
Getting Started as a Manager
How to Give Your Manager Access to Your Scoreboard Activities or KPIsManager Dashboard Access
Ability to Add Users To Company
Ability to see metrics for Campaigns for Company
How to add Automation for Company?
Ability to Add Company, Locations, And Teams
Allow Super Admins and Company Admins to create custom Lead Sources for a Company
How to assign incoming leads to users in round-robin?
Company admin on how to use the "impersonator" to access their loan officers accounts?
How to Add and Manage Global Automations?
How to use Global Email Template?
How To Create A Global Tag?
How to create Company Campaign by Super Admin?