Great Agent Success

Lead Table 6

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

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Lead Management 6

• Notes
• Tasks
• Tags
• Partial Signups | Why is this lead archived?
• Editing the Lead Source

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Live Feed 1

• Live Feed

Phone Calls 3

• Great Dialer
• Click-to-Dial
• Client - Call Guidelines

Emailing / Texting 5

• Replying to a text from a lead
• Email Statuses
• Email Previews
• Templates
• Merge Fields

E-Alerts 3

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

Action Plans 1

• Action Plans | Great Agent's Intelligent Drip Campaigns

Opportunties 2

• Opportunities | Your pipeline to more closings
• Archived Opportunties

Lead Importing 5

• Upload a CSV File
• Automatic Lead Importing
• Supported Lead Sources
• Setting Up Gmail Forwarding & Filtering
• Lead Importing | Adding A 'Subject Filter'

Settings 4

• Setting Up Your Profile
• Gmail Integration
• Agent Signatures
• Outlook Integration

Listings 1

• Private/Pocket Listings

Great Sheet 1

• Great Sheet