InvestorFuse

• Getting Started
• Step 1: Getting Started
• Step 2: Setup
• Step 3: Settings and Quick Start
• Step 4: Onboarding Registration
• Post Onboarding Training For Your Company

• Previous Q&A Webinars
• September 12, 2017 - Q & A

• InvestorFuse Automations
• Descriptions of InvestorFuse Apps and Automations Within
• Seller Lead Process Chart
• Appointment Process Chart
• Offer Process Chart
• Company Settings
• Sending an Email - Restrictions

• Previous Training Webinars
• 02/11/2016 Webinar
• 02/18/2016 Training Webinar
• 03/09/2016 Training Webinar
• 04/05/2016 Training Webinar
• 05/03/2016 Training Webinar
• 06/01/2016 Training Webinar
• 07/28/2016 Training Webinar
• 08/30/2016 Training Webinar
• 09/21/2016 Training Webinar
• 10/24/2016 Training Webinar
• 11/18/2016 Training Webinar
• 12/20/2016 Training Webinar
• 1/27/2017 Training Webinar
• 2/21/2017 Training Webinar
• 3/23/2017 Training Webinar
• 4/27/17 Training Webinar - KPI's
• 5/25/17 Training Webinar - Communication
• 6/22/2017 Training Webinar - SlyBroadcast
• 7/20/2017 Training Webinar - Tasks and Job Roles
• 7/20/2017 Training Webinar - Tasks
• 8/24/2017 Training Webinar - Processing Leads

• Troubleshooting
• Time not showing correctly in Appointment emails
• Changing the Email address for Appointment Confirmations
• Error: this account has reached maximum number of calls for today
• The task I created is not appearing in the Tasks Log app

• FAQ
• Do I still need to pay for Podio or Globiflow?
• How To Access InvestorFuse Workspaces
• How to Request a Different Number That Your Workspace Texts From
• Why We Can't Use Your Own Texting Service In InvestorFuse
• How do I add or remove users into my workspace?
• How to delete items
• Can I Send a Blast to Multiple Emails and/or Phone Numbers per Contact?
• How to Delete Duplicate Items
• How to contact Support and Customer Success
• How to move between items and other keyboard shortcuts
• Can a tracking number be reused on a different campaign?
• Where is the GoBig Printing link in our workspace?
• What is this new field called execute and open to create flow
• How to Delete Follow Up Sequences
• Which is a more accurate the One-Off app for owner address lookup or tax record?

• System Updates
• June 25th - Many Updates For Cash Buyers

• Tasks
• Conditional Tasks
• Changing Who is Assigned a Task
• New Native Podio Tasks

• Seller Leads
• Seller Leads App
• Next Actions
• Communication Log
• SlyBroadcast Integration
• Sharing a Lead to a Realtor or any other Contact
• Texting and Emailing Within the Sellers Lead App
• Putting Headers into the Seller Leads App
• Bird Dog Submission and Lead Tracking
• Seller Leads - Setting an Appointment
• SlyBroadcast General Script

• Buyer Leads
• Creating Views- Supported Field Types for Filtering

• Offers
• Creating Offers
• Sending a Document via E-Signature
• How to Send an Externally Generated Offer or LOI

• Appointments
• Setting Appointments
• Sync Appointments to Calendars
• Auto-Confirm Appointments with Seller Leads

• Transactions
• Transcations Tutorial

• Deal Marketing
• Using the Deal Marketing App

• Campaign and Campaign Stats
• How to Add a Campaign
• Campaign KPI Integrations
• If You Want to Re Use Your Tracking Numbers
• Difference Between Campaigns App and Campaign Stats App
• How Campaign Stats are Created
• Where to put Campaign Costs and Data

• MLS Offers

• Mail Stats

• Properties
• Properties App

• Followup Sequences
• Followup Sequences
• How to Shut Off a Follow Up Sequence
• Follow Up Sequences- Custom to Individuals in your Workspace!

• Main Workspace Overview
• Main Workspace Overview

• Live In-House Answering
• In-House Live Answering

• Templates
• Dynamic Fields

• Settings
• Settings App
• Adjusting Your Company Settings
• How to Edit Auto-Responders, Signatures, and Company Email Address
• Setting up Cash Buyer Text/Email Signatures and Cash Buyer Task Job Roles

• Credits System
• Credit System
• Purchasing Additional Credits

• Job Roles
• Job Roles
• Create a New Job Role and Assign to Tasks

• Lead Sourcing

• Configuration Overview
• Configuration Workspace Overview

• Follow Up Sequences
• Create Your Own Follow Up Sequences
• Cloning Follow Up Sequences
• Edit an Existing Follow Up Sequence

• SlyBroadcast
• Send a SlyBroadcast
• SlyBroadcast integration in Follow Up Sequences

• Email Blasting
• Sending an Email Blast

• Text Blasting
• Send a Text Blast

• InvestorFuse Webforms
• Webform Changes 6/23/2016
• Dynamic Webforms

• PatLive and Other Answering Services
• PatLive and Other Answering Services

• Bulk Mail
• How to Opt Out Mail for GoBig Printing Campaigns

• Bulk Mail Sequencer

• One-Off
• One-Off Mailer Campaign

• Sent Postcards

• Direct Mail Workspace
• Direct Mail Workspace

• Three Things You Can Do to Maximize Your InvestorFuse Right Now
• Three Things You Can Do to Maximize Your InvestorFuse Right Now

• Custom Contracts
• Request Custom Contracts Be Added To InvestorFuse

• Importing Leads
• Importing Leads into InvestorFuse

• Basic Podio Training
• 1 - Logging Into Podio and Finding Workspaces
• 2 - Podio Layout
• 3 - Podio Structure and Sharing
• 4 - Notification Settings
• 5 - Activity Stream
• 6 - Creating Your Own App
• 7 - Views, Reports and Tiles
• 8 - Communicating With Your Team

• Seller Lead Qualifier / Office Manager
• 1 - Making yourself at home in the seller leads app
• 2 - Taking the Lead Live
• 3 - Getting A Hold of a Missed Lead
• 4 - Completing Tasks
• 5 - What to do in different Seller Lead Scenarios
• 6 - Followup Sequences
• 7 - Update the Sellers reason for selling
• 8 - Entering in property address and information

• Acquisitions
• 1 - Using Tasks
• 2 - Setting an Appointment
• 3 - Using the Appointments App
• 4 - Syncing With Your External Calendar
• 5 - Changing up the Appointment Confirmation Email
• 6 - Generating and Sending an Offer
• 7 - Sending an E-Signature Contract
• 8 - Using Offer Calculator
• 9 - Follow Up Scenarios
• 10 - Follow Up Sequence Scenarios
• 11 - Using Zillow Comps
• 12 - Managing your relationships with the Contacts App
• 13 - Keeping track of MLS offers with MLS Offers App
• 14 - How to Create "Views"
• 15 - Sending Blasts

• Transactions Coordinator
• 1 - Transactions App Overview
• 2 - Transactions App - Creating Views
• 3 - Using the Checklist
• 4 - Using the Assignment Contract
• 5 - Tasks

• Property Sales
• 1 - Property Sales Overview
• 2 - Using Cash Buyers App Overview
• 3 - Emailing and Texting Individual Cash Buyers
• 4 - Making Views in the Cash Buyers App
• 5 - Transactions App Overview
• 6 - Making Views in the Transactions App
• 7 - Keeping Track of Showings with Deal Marketing
• 8 - Making Views in the Deal Marketing App
• 9 - Sending Blasts

• CEO Training
• CEO Training Mindmap
• 1 - Intro
• 2- Inbound Marketing
• 3 - Prospecting
• 4 - Networking
• 5 - Systems Training Intro
• 6 - System Training Continued
• 7 - Company Settings
• 8 - People
• 9 - Using KPIs
• 10 - Body and Mind
• 11 - Make More Spend Less