This is where you can input the location of where you want to search. You can input the address of the property or properties, the city they are located in, the state, or you can search by zip code.

This is where you can enter your search filters.

This is where you can see the properties that match your search filters.

After selecting a property from the search results, you can also access different types of information for the selected property.

This is where you can see the property locations as well as create specific search areas using the drawing tools.

Here, you’ll be able to search for a call list either by its name or description.

You can view all of the lists you've created. You can quickly access your most recent contact in the call list by selecting "Start Calling." This will take you directly to the call console page. Another option is to click on the name of the call list to view the overall call list page. And if a list doesn't have properties, there will be a message to add some.

This option gives you the ability to create a new list.

In the list dashboard, select the name of the call list you want

Here you can search for an associated property

Selecting this will export the activities you've done on these properties

Selecting this will give you the option of adding a property to this Call List without having to go to the Search page

Selecting this will take you to the Call Console page for the next property in your list

Selecting will update any modifications you made within the Details name and/or description

Selecting any property in the list will open the property view for that selected property

Selecting the primary contact will take you to their contact record on the Contacts page

Selecting the action arrow will take you to the Call Console page for that property

Selecting the trash icon will remove the property from the Call List

In the list dashboard, select "Start Calling" of the call list you want

Within the Call Console Overview page

Within the Call Console Overview page

Selecting this will show you the previous property in your Call List

Select the number between "Previous" and "Next" will allow you to search or select any property in your Call List

Selecting this will show you the next property in your Call List

Selecting this will give you (if available) the Ownership, Property Information, Building Features, Location Information, and Tax Information of the property. You also have the option of adding a tag to the property.

Selecting this will give you (if available) Loan Information

Selecting this will give various demographics within 0.3, 0.5, and 1 mile. You also can modify those radiuses.

Selecting this will provide you with Comps based on selected parameters with the ability to modify them, and an analysis of those Comps, and the properties used for the Comps

Selecting this will provide you with points of interest around the selected property like airports, bus routes, restaurants, hotels, landmarks, and attractions

Selecting this allows you to search and add a contact to the selected property and the ability to create a contact

Selecting either arrow will show the contract record associated with the selected property

You can also select the Contact dropdown to select the contract record you want

Selecting this will associate the selected tag(s) to the selected contact record

Selecting the three dots will allow you to modify the chosen contact information or delete the contact from the selected property

This activity allows you to select the call result and type of the details of the call for future reference and you can create a follow-up task

This activity allows you to send an email to the selected email and you can create a follow-up task

This activity allows you to add an activity and you can create a follow-up task

Here, you’ll be able to search for a task by its name.

In this area, you're able to view and select the tasks that are due today, due this week, due in the next 30 days, and all of your tasks.

In this area, you're able to view and select your tasks based on their status of overdue, incomplete, completed, high priority, medium priority, and low priority.

Selecting this option will allow you to create a new task

This option allows you to sort the show task by the newest, oldest, due first, due later, highest priority, and lowest priority

Here, you can search for a contact by its name.

This option allows you to search and/or select a tag or tags to only show those contacts that have that tag or tags

This option allows you to add a contact to a Call List, as well as take you directly to the List Page (which won't add the selected contacts to a list) and the ability to create a new list (which will add the selected contacts to the newly created list)

This option allows you to add a tag or tags to contact quickly. Just put your mouse icon next to the contacts name, select "Add Tag", and you'll get a dropdown of the tags you can search and select from.

Selecting a contact will open their record on the right

This ability allows you to export your contacts

This article details the information that is in the export: https://app.intercom.com/a/apps/jnejnm5a/knowledge-hub/article/9142760

This ability allows you to import your contacts via a file or you can manually enter the data

For the information you can include in your export, use the following article: https://app.intercom.com/a/apps/jnejnm5a/knowledge-hub/article/9142760

This option allows you to add a contact or company record

This option allows you to edit or delete a contact record

This option allows you to add a tag or tags to the contact

This area will show any associated tasks for the contact as well as give you the option to add a task to the contact

This area will show any previous activities that are associated with the contact

This area will show any properties the contact owns

This area shows the lists associated with the contact with the ability to remove them from the list

This area shows the notes associated with the contact as well as the ability to add a note to the contact

This area will show your company records

This option allows you to add a tag or tags to the selected company

Here, you can search for a saved search by its address.

Here, you can search for listings by name or address.

This option allows you to view all your listings or you can choose which listings from the selected brokerage to view

This option will open up the listing in a new tab

This option will show you the brochure of the listing (if available)

This area allows you to modify the following:

This area allows you to create, search, modify, and delete your tags

This area allows you to view your past exports as well as create and modify export templates for Property / Owner Data and Activity Data.

This area allows you to create and modify the call templates that you want to use

This area shows your current subscription access

After selecting a property, this option will allow you to provide feedback to the broker.

After selecting a property, this option will save the property to your Saved Listings

After selecting a property, this option will allow you to notify the broker of your interest

This area shows an overview of the selected property

This area shows any flyer or brochure for the property as well as an easy process to view any documents the broker needs to approve or that need a confidentiality agreement

This area shows you who you need to get in contact with regarding the selected property

This option allows you to view your saved listings by the selected property type

This option allows you to view your saved listings by the selected saved search