Help & Guides

Getting started

Find your way around the platform and your dashboard.

Customers & leads

Capture leads, manage customers, and run engagements by type.

Listings

Create listings, manage every detail tab, and handle their lifecycle.

Email & messaging

Email and in-app messages — each with its own rules.

Documents

Upload, organize into folders, and control who can see each file.

Calendar

Views, event types and labels, and Google Calendar sync.

Tasks

Create and track tasks, collaborate on them, and use templates.

Suppliers

Find, add, and work with the agency's service suppliers.

Notifications & activity

Tell alerts and history apart — and use each well.

Notes

General notes vs. record notes, and who can see them.

Account & settings

Profile, language, security, integrations, and notifications.