Getting started
Set up your workspace, import leads and invite your team.
4 articles
- Set up your workspace in 10 minutesThe few things worth doing on day one: your hours, your leads, your team, how messages go out and a first automation.
- Import your leads from a spreadsheetBring leads in from a CSV export of Zillow, your old CRM or an open house sign-in sheet, with the columns matched for you.
- Invite your team and pick rolesAdd teammates, choose what each one can see and do, and keep seats in check.
- Keyboard shortcuts that save timeSearch, jump between pages and work through lists without reaching for the mouse.