Workflow Apps

In/Out SMS
The In/Out SMS app works once CallRail is integrated into your system (refer to setting up your CallRail integration to do this). This app automatically cap...
Wed, 6 May, 2020 at 11:37 AM
In/Out Calls
The In/Out Calls app works once CallRail is integrated into your system (refer to Setting up your CallRail integration to do this). This app automatically c...
Wed, 6 May, 2020 at 11:51 AM
Appointments App
Appointments may be created in the Seller Lead app, Buyers/Investors app, and Professional Contacts app. Once an appointment is created in one of those apps...
Wed, 6 May, 2020 at 12:02 PM
Website Leads
As a user, you will not need to update the Website Leads app. This is an archive of all Web Leads captured once your website forms have been integrated ...
Wed, 6 May, 2020 at 11:01 AM
Follow-Up Sequences
The Follow-Up Sequences app is an archive of all follow-up sequence items that have been triggered. For example, running a Follow-Up Sequence with three...
Wed, 6 May, 2020 at 11:06 AM
Auto Feeds
As a user, you will not need to update the Auto Feeds app.  The purpose of the Auto Feeds app is to capture all automated activities that occur within the ...
Wed, 6 May, 2020 at 11:08 AM