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2022
2024
2023
2020
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Help Center - Build & Sell
Sales
Dashboard
Sales
Outlook Integration
FDDs
Lead Management
Email Campaigns
Sales Timeline
Lead Correspondence
CRM Settings
Units
Sites
Unit Map
Overview
Seeds
Projects
Timeline
Locations
Contacts
Companies
Franchise Agreements
Reports
Assessments
Notifications
Administration
Permissions
Custom Fields
Users
Select Lists
Master Timeline Templates
Blackout Dates
Settings
Release Notes
2022
2024
2023
2020
Sales
Outlook Integration
Sales Outlook Integration
FDDs
Upload FDDs
Lead Management
Add New Lead
Edit Lead Details
Create Company & Associate Lead
Add Co-Applicant to Lead
Batch Edit on Lead List
Lead Board Overview
See more
Email Campaigns
Create Email Campaigns
Create Email Templates
Assign Campaign by Lead Status
Sales Timeline
Assign Sales Timeline to Lead
Lead Correspondence
SMS | Text Messages
Batch Communication on Lead List
CRM Settings
Assign Sales Owner by Region
Source Mapping by Lead Email Subject
Assign Timeline by Lead Status
