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Automate open house follow-up

Digital sign-in → instant text the second they leave.

Host an event or webinar

Automations 101

Build a website

A multi-page real estate site in the drag-and-drop builder — AI copy, your brand, your domain.

Start walkthrough

Create opportunities

Automate your calendar

A one-page lead-capture funnel that converts.

Drop a voicemail

Land a recorded message — no ring, no awkward call.

Post a home tour video with auto DM

Comment a keyword, get the link in your DMs.

Send an email campaign

Upload your contacts

Bring your whole sphere in from a spreadsheet.

Send a mass text

Auto-DM your IG commenters

Auto-reply, DM, and capture their email.

Live booking calendar on your site

Embed it, then automate the confirmations.

Browse by category

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Click any category to jump to its articles below.

Getting Started

Setup guides and first steps to get up and running quickly.

Contacts & Smart Lists

Import, organize, tag, and manage your contacts with filters.

Pipelines & Opportunities

Build pipelines and track opportunities through your sales stages.

Conversations & Inbox

Navigate your inbox, reply to leads, and use message templates.

Automations & Workflows

Build automated workflows, set triggers, and nurture leads hands-free.

Email Marketing

Send campaigns, build templates, and improve deliverability.

Get a number, register A2P, send SMS campaigns, and track calls.

Calendars & Bookings

Create calendars, share booking links, and automate reminders.

Funnels & Landing Pages

Build funnels, use templates, and track conversion analytics.

Forms & Surveys

Create lead capture forms, embed them, and build surveys.

Reporting & Analytics

Understand your dashboard, run reports, and track lead attribution.

Account & Settings

Manage your account, users, permissions, and integrations.

Social posts, email broadcasts, and trackable links.

Get paid with invoices, gateways, and subscriptions.

Reviews & Reputation

Collect reviews, respond with AI, and manage listings.

All articles

Full article directory

Every help article organized by category.

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Getting Started 5 articles

Quick Setup Guide Setting Up Your Business Profile Video Downloading the Mobile App Video Adding Team Members Video Understanding Your Dashboard Video

Contacts & Smart Lists 5 articles

Importing Contacts via CSV Adding Contacts Manually Using Tags to Organize Creating Smart Lists & Filters Adding Notes & Tasks

Pipelines & Opportunities 4 articles

Creating Your First Pipeline Managing Opportunities Video Customizing Pipeline Stages Pipeline Reporting & Stats

Conversations & Inbox 4 articles

Navigating Your Inbox Video Replying to Leads SMS vs Email — When to Use Each Assigning Conversations to Team

Automations & Workflows 8 articles

Building Your First Workflow Understanding Workflow Triggers Video Workflow Actions Explained Video Automated Lead Nurture Sequences Using Workflow Templates Video Wait Steps in Workflows Video Conditional Branches (If/Else) Video Workflow Settings Video

Email Marketing 4 articles

Setting Up Email Sending Video Creating Email Campaigns Building Email Templates Improving Email Deliverability

Phone & SMS 5 articles

Getting a Phone Number Completing A2P 10DLC Registration Video Sending SMS Campaigns Setting Up Missed Call Text Back Call Tracking & Recording

Calendars & Bookings 4 articles

Creating Your First Calendar Sharing Your Booking Link Calendar Automation & Reminders Managing Appointments

Funnels & Landing Pages 5 articles

Building Your First Funnel Video Using Funnel Templates Video Connecting a Custom Domain Video Funnel Analytics & Conversion Tracking Using the Website Builder Video

Forms & Surveys 3 articles

Creating a Lead Capture Form Video Embedding Forms on Your Website Building a Survey

Reporting & Analytics 4 articles

Understanding the Reporting Dashboard Contact & Lead Reports Appointment Reports Lead Source Attribution

Account & Settings 3 articles

Account & Business Settings Video Managing User Permissions Connecting Integrations

Marketing 1 article

The Marketing Suite Video

Payments 1 article

Getting Paid with Jtek Video

Reviews & Reputation 1 article

Reviews & Reputation Video