OLM DealFlow

Getting Started 1

• Getting Started with OLM DealFlow

News & Announcements 0

Activity 2

• KPI's
• Activity App Overview

Seller Leads 1

• Managing Seller Leads

Deals 1

• Managing Deals

Buyer/Investor 1

• Managing Buyers/Investors

Email Blast 1

• Managing Email Blasts

Professional Contacts 1

• Managing Professional Contacts

Marketing 2

• Managing Marketing Campaigns
• Managing Direct Mail

Follow-Up Sequences 3

• Creating a Follow-Up Sequence
• Creating a Follow-Up Message
• Creating a Follow-Up Task

Phone Numbers 1

• Creating a Phone Number

Job Roles 1

• Managing a Team Member

Settings 5

• Setting Up Your Company
• Setting Up Your CallRail Integration
• Setting Up Your SlyBroadcast Integration
• Setting Up Your OLM InvestorHub Integration
• Click to Call - Google Chrome Extension

Workflow Apps 6

• In/Out SMS
• In/Out Calls
• Appointments App
• Website Leads
• Follow-Up Sequences

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General Help 6

• Calendar Overview
• Task List Overview
• Appointments
• Deleting records
• Modifying Templates

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Video Tutorials 13

• System Overview Video
• Getting Started Video
• Seller Leads & Deals Overview Video
• Buyers/Investors & Email Blast Overview Video
• Creating a Followup Sequence Video

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