CRM

Lead Table

• Mass Actions
• Saved Views
• Lead Filtering
• Lead Command Center
• CRM Search - Autocomplete
• Queued Activities

Lead Management

• Collaborators feature
• Merge Leads
• Tasks
• Tags
• Notes
• You've Lost a Lead - Now What?

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Live Feed

• Live Feed

Phone Calls / Voice Drop

• Dialer calls are not connecting to the agent or the lead due to the mobile carrier rejection - SIP 608 error
• Call Transferring
• Client - Call Guidelines
• Great Dialer
• Click-to-Dial

Emailing / Texting

• How to Resolve Undelivered Messages in Great Agent
• MMS feature: Mobile carrier limitations for video files.
• Group texting
• Email Statuses
• Email Previews
• Templates

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E-Alerts

• Creating & Editing E-Alerts
• Introduction to E-Alerts
• Draw on Map

Action Plans

• Action Plans | Great Agent's Intelligent Drip Campaigns

Opportunities

• Opportunities | Your Pipeline to more Closings
• Archived Opportunities

Lead Importing

• Importing leads from Facebook Lead-forms into Great Agent
• Setting Up Gmail Forwarding & Filtering
• Automatic Lead Importing
• Upload a CSV File
• Lead Importing | Adding A 'Subject Filter'
• Supported Lead Sources

Settings

• Setting goals (coming soon)
• How to set up Salesforce with Great Agent through Zapier
• Adding Popular Locations in the CRM
• Call recordings in Great Agent
• Steps to Sync Gmail
• Setting Up Your Profile

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Listings

• Private/Pocket Listings

Great Sheet

• Great Sheet