1. Open Google Chrome (download it if you don't have it)
2. Log into your Jtek dashboard
3. Press Ctrl+D (or Cmd+D on Mac) to bookmark it

1. Go to Contacts in the left sidebar
2. Click the Import button at the top right (see below)

3. Upload your CSV file or connect from another tool

4. Match each spreadsheet column to the correct Jtek field (see above)
5. Click Import to bring them in
6. Go back and tag your contacts (e.g. "Buyer", "Seller", "Investor") for easy filtering later

1. Search "Lead Connector" in the App Store or Google Play, or tap the download buttons above
2. The app icon is an orange icon with a white box logo, that's the one (it's the official Jtek mobile app)
3. Download and open the app
4. Log in with the same email and password you use for your Jtek dashboard
5. When prompted, enable push notifications so you never miss a lead
6. You'll see all your contacts, conversations, and pipeline right on your phone

1. Go to Settings in the bottom-left sidebar
2. Click My Profile
3. Click the Notifications tab at the top (next to General)
4. Enable New Lead alerts, set it to Push + SMS so you're always in the loop
5. Turn on Inbound Message and Missed Call alerts too
6. Click Save

1. Open Settings → My Profile
2. Under Calendar Settings → Connected calendars, click + Add new and sign in with your Outlook or Google account
3. Set your Linked calendar (where new bookings land) and add any Conflict calendars Jtek should check to prevent double-booking

4. Scroll to Weekly working hours and set the days & times clients can book you
5. Scroll to Email (2-way sync), click Connect, and sign in with your Outlook or Gmail, incoming and outgoing emails will sync both ways

1. Go to Settings → Email Services
2. Click Add Sending Domain
3. Enter your business domain name

4. Copy the DNS records shown above to your domain provider (GoDaddy, Namecheap, etc.)
5. Wait for verification, usually 15 min to a few hours
6. Once verified, create your first sending address (e.g. hello@yourbusiness.com)

1. Open Settings → Phone System → Phone numbers
2. Top right, click + Add Number and choose Add Phone Number from the dropdown

3. Pick your country, type your area code (use a local one for your market), and check SMS + MMS + Voice capabilities
4. Click Apply, select a number from the list, and hit Proceed to Buy (a low monthly fee)
5. Open the Trust Center tab and complete A2P 10DLC registration, submit your business info, use case, and sample messages. Approval is 1-3 business days

Quick heads-up, there's nothing to set up here, this one's just so you know how Jtek charges. Jtek runs on pay-per-use: instead of a bloated flat monthly plan, you keep a small wallet balance and only pay for what you actually send. You'll find it under Settings → Billing → Wallet & Transactions, where you can top up your wallet and turn on Auto recharge (e.g. refill $50 whenever you drop below $10) so your sending never pauses mid-blast.

The Product Breakdown shows exactly where your wallet goes, email, SMS, voice, and AI usage each get their own line. Most actions cost fractions of a cent (~$0.0016/email, ~$0.0079/SMS segment, ~$0.014/voice minute), so a typical real-estate agent spends just $30-$80/month.

1. Open Settings → Integrations → All Integrations
2. Connect Facebook first (it covers Instagram too), then TikTok Messaging and TikTok Lead Ads

3. After Facebook authorizes, pick which Pages to sync, set the Sync Time (All Leads or New Leads only), and click Update and Continue
4. Repeat for TikTok Messaging and TikTok Lead Ads, same flow
5. Once connected, every DM, comment reply, and lead-form submission from FB, IG, and TikTok lands in your Conversations inbox

1. Open Opportunities → Pipelines in the top sub-nav
2. Top right, click + Create Pipeline, a dialog opens
3. Name it (e.g. "Buyers") and rename the default stages to match your workflow. For a buyer pipeline try: New Lead Inquiry → Credit Repair → Pending Pre-Approval → Home Shopping → Pending

4. Open Opportunities → Opportunities and pick your Buyers pipeline from the dropdown, you'll see your stages as Kanban columns
5. Click + Add opportunity to drop a new lead in, then drag the card from stage to stage as they progress

1. Go to Automation → Workflows and click + Create Workflow
2. Pick the trigger Opportunity Status Changed and set the stage filter (start with your first stage, e.g. “New Lead”)
3. Add actions: an immediate SMS, a Wait step (1-3 days), then an Email follow-up

4. Click Publish, then duplicate the workflow and change the stage filter for the next pipeline stage
5. Repeat until every stage you built in step 10 has its own follow-up sequence, that’s your sales engine on autopilot

1. Go to Opportunities in the left sidebar
2. Click + Add Opportunity (or open a contact and add them to the pipeline from there)
3. Fill in: contact name, deal value, and starting stage
4. Practice dragging the card to the next stage to see how the pipeline works

1. Go to Contacts in the left sidebar, then click Smart Lists in the top tab row
2. Click Advanced filters above the table, a drawer slides out from the right

3. Pick a field like Tag, set the condition to is, then choose a value (e.g. Buyer)
4. Click + Add Filter and stack another condition, for example Pipeline Stage is Home Shopping, then hit Apply

5. Top right, click Unsaved changes → Save as new smart list, the Add smart list sheet slides open on the right
6. Type a clear name like "Home Shopping Buyers", double-check the 2 applied filters, and click Create
7. Your new Smart List shows up as a tab in the Smart Lists row at the top, open it any time, then use Bulk Actions to text, email, add a tag, or push the whole group into a workflow

1. Go to Contacts in the left sidebar, then click the Smart Lists tab and open All (or any Smart List you want to text)
2. Check the box at the top of the column to select the visible page, then click Select all your contacts to grab the whole list
3. In the action bar above the table, click More → Send SMS

4. Pick your From phone number, the Jtek number you provisioned in step 6
5. Type a short reintroduction in the SMS Message box. Identify yourself by name + company and set the expectation of occasional updates. Jtek automatically appends a compliant opt-out, so don't add one yourself
6. Optional: attach your headshot or business card so they can save your contact
7. Click Send SMS. Jtek paces the sends through your number so you stay carrier-compliant

1. Click Marketing → Emails in the top sub-nav, then open the Campaigns tab
2. Click the blue + New button (top right) and pick Email Marketing Templates or Blank

3. Rename the campaign at the top, then design the email, logo, hero image with a headline, body copy, and one clear CTA button
4. Click Send or Schedule in the top right
5. Set the Subject (try "{{contact.first_name}}, this week in [Your Market]") and pick your Audience, the Smart List from step 13
6. Send a test to yourself, then hit Send or schedule it for a Tuesday 8 AM send

1. Click Sites → Forms in the top sub-nav
2. Top right, click the blue + Create Form button, choose Start from Scratch, and hit Create

3. From the Quick Add panel on the left, drag the fields you want onto the canvas, typically First Name, Last Name, Phone, Email, then a Submit button
4. Rename the form at the top (e.g. "Open House"), then click the blue Save button
5. Click Integrate to grab the form link, embed code, or QR, drop it on your site, in your IG bio, or print it for an open house

1. In the left sidebar of your Jtek dashboard, click ✨ AI Studio (it has a Beta tag, just below Payments)
2. In the "Describe what you want to build…" prompt, write a clear, specific description, include your audience, the page goal, the sections you want, and the form fields to capture. Example:
   "Real estate buyer guide lead-gen page, 3 sections, bold headline → 3 benefit bullets → form for name/email/phone. Modern, trustworthy vibe."
3. Hit the ↑ submit arrow and wait 2-4 minutes while AI Studio builds the page

4. When the page is ready, refine it in the live chat, type things like "make the headline bolder", "swap the hero image", "shorten the form to 2 fields". No need to start over
5. Connect the form to the stage automation you built in step 11 so every new lead gets an instant follow-up text or email
6. Click Publish and share the funnel link, or point your Facebook/Google ads at it