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KNOWLEDGE BASE
Cash Buyer Email Broadcasts: How to set up your broadcast and use your deal templates.
Follow up
Follow-up
Sequence
short-term
long-term
broadcast
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Follow-Up Sequences: how engagement, short-term, and long-term sequences work
Follow up
Follow-up
Sequence
short-term
long-term
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Cash Buyer SMS Broadcasts: Tagging lists, templates & sending an SMS deal broadcast.
cash buyer
sms
sms broadcast
templates
send
deal
broadcast
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Tabs, Settings & Custom Values: The controls that run your entire account
new account
tabs
settings
custom values
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Inside Opportunities & Deals: How deals are structured and where all your data lives
new account
conversations
contacts
contact
opportunity
opportunities
deal
deals
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Platform Overview: Pipelines, conversations, and contacts
new account
platform
overview
pipeline
conversations
contacts
contact
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