Main Workspace

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3. Main Workspace

• Main Workspace Overview 1 Article
  • Main Workspace Overview
• Offers 3 Articles
  • Creating Offers
  • How to Send an Externally Generated Offer or LOI
  • Sending a Document via E-Signature
• Properties 1 Article
  • Properties App
• Seller Leads 10 Articles
  • Bird Dog Submission and Lead Tracking
  • Communication Log
  • Next Actions
  • Putting Headers into the Seller Leads App
  • Seller Leads – Setting an Appointment
• Live In-House Answering 1 Article
  • In-House Live Answering
• Tasks 3 Articles
  • Changing Who is Assigned a Task
  • Conditional Tasks
  • New Native Podio Tasks
• Transactions 1 Article
  • Transcations Tutorial
• Appointments 3 Articles
  • Auto-Confirm Appointments with Seller Leads
  • Setting Appointments
  • Sync Appointments to Calendars
• Deal Marketing 1 Article
  • Using the Deal Marketing App
• Buyer Leads 1 Article
  • Creating Views- Supported Field Types for Filtering
• Campaign and Campaign Stats 3 Articles
  • Campaign KPI Integrations
  • How to Add a Campaign
  • If You Want to Re Use Your Tracking Numbers
• Followup Sequences 3 Articles
  • Follow Up Sequences- Custom to Individuals in your Workspace!
  • Followup Sequences
  • How to Shut Off a Follow Up Sequence