Core Features

Contacts & Companies

• Contacts (Lightning)
• Create & Manage Companies (Lightning)

Inquiries

• Inquiries (Lightning)

Offers & Closings

• Closings (Lightning)

Reports & Dashboards

• Reports & Dashboards (Lightning)

Action Plans

• Configuring Action Plans
• Using Action Plans

Email

• Sending Email with Quick Send
• Email Template Collections
• Email Send and Preview Errors