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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

14 - How to Create "Views"

Modified on: Thu, 8 Dec, 2016 at 4:00 PM

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