Tabs, Settings & Custom Values: The controls that run your entire account

⚫️ Tabs, Settings & Custom Values: The controls that run your entire account

Here we cover the Settings section and the behind the scenes controls that drive your entire account. It includes your business profile, personal profile, billing, team member management, and phone and email services. The most important stop is Custom Values, where you control what populates on your contracts and paperwork and where you turn on and name your AI lead manager. It also covers tags and why they matter. Tags control your automations so existing tags should never be deleted.

Navigating Your CRM Settings

1. Accessing Settings 0:00

• Begin by navigating to the left side of your CRM dashboard.

• Click on the 'Settings' tab at the bottom of the menu.

2. Understanding Account Profiles 0:21

• Familiarize yourself with the different profiles:

  • Business Profile: Must align with your LLC and compliance requirements.

  • Personal Profile: Your individual account settings.

  • Billing: Accessible if you are the account admin.

3. Adding Team Members 0:43

• In the billing section, you can add team members or staff.

• There is no cap on the number of users you can add.

4. Custom Values Setup 1:07

• Navigate to 'Custom Values' to set how your company appears on contracts:

  • Customize the name, phone number, and email for purchase agreements.

5. AI Lead Manager Configuration 2:00

• This section allows you to turn on and name your AI lead manager.

6. Managing Tags 2:22

• Control your tags here:

  • Do not delete pre-populated tags as they are essential for automations.

  • Feel free to add new tags for data segmentation.

7. Phone System Setup 2:45

• Use this section to:

  • Buy phone numbers.

  • Set up messaging and routing for phone systems.

8. Calendar Setup 3:08

• Set up calendars for employees in the calendars tab.

9. Accessing Community and Training Resources 3:16

• Find links to:

  • Community resources and mentorship.

  • Training portal with modules for REI Wholesaling Academy students and general training.

10. Support Portal Access 4:03

• Direct link to the support portal for questions and training resources.

11. Managing Contracts and Documents 4:34

• Access contracts and documents under the payments tab.

• Templates are available for customization.

12. Summary of Navigation 5:02

• Settings tab is where you set up your account.

• Constantly used features like funnels and websites are accessible from the main dashboard.