OLM DealFlow
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Knowledge base
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
View all 6
General Help
6
Calendar Overview
Task List Overview
Appointments
Deleting records
Modifying Templates
View all 6
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
View all 13