WEBVTT

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Open the menu in the top left.

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Prospecting is where you find houses.

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Leads is where you follow up responses.

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Delivery is where you review mail.

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Getting set up shows the remaining account requirements.

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You can open the map before branding is finished.

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Customer-facing output can still wait for pricing, credits and delivery setup.

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Home summarizes the work waiting on your account.

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A held piece is different from one that is ready, and neither means the homeowner has received it.

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Use Company settings for your business details and tools.

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Each teammate should use their own login.

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The written guides explain the individual steps in more detail.