Admin
Admin
19 articles
- Company Admin - Getting Started
- How can Company Admins view all contacts associated with their LOs?
- 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?
- How to Use a TBD Stages by Company Admin?
- How to Create a Lead Stages by Company Admin?
Manager Dashboard
If you are managing a team then quickly onboard on how to best use our manager dashboard features.
- Ability to see metrics for Campaigns 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?