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Knowledge base
General
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
Main Workspace
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
Configuration Workspace
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
Direct Mail Workspace
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
Setup
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
Job Role Training
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
6 - Followup Sequences
Modified on: Thu, 8 Dec, 2016 at 2:24 PM
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