FAQ

Default solution folder, feel free to edit or delete it.

SMS Text Issues
SOP: ask for the STM number used and have it verified through PLIVO
Thu, Mar 9, 2017 at 1:27 PM
Saved search email opt out request
Log in as admin search for the lead remove saved search
Tue, Mar 21, 2017 at 12:57 PM
Deleting/Removing Transaction in a Contact
These are the steps on how to remove a transaction from a contact: 1. Search for the contact 2. Click on "EDIT" 3....
Thu, Apr 6, 2017 at 5:01 PM
Adding a Lender and Company
Steps on how to create a "Lender" and a "Title": 1. Go to "Dashboard" tab and click on "Add Contact" 2. ...
Fri, Apr 7, 2017 at 3:56 PM
Remove/Trash User
Here are the steps on how to remove/trash a user from the list: 1. Go to "Users" 2. Click on "Edit Settings" of the user you wan...
Thu, Apr 20, 2017 at 12:26 PM
Dialer Troubleshooting Steps
We wanted to do some troubleshooting steps just to isolate the issue that you are having.  1. Clear cache/cookies on your browser. 2. Try a different b...
Thu, Oct 5, 2017 at 10:12 AM
STM EXP/FSBO FORM
https://docs.google.com/forms/d/e/1FAIpQLSfMF6nXeJTDml0xeNsqe6wxC5COkFSycsOh-OzjYlV0j8wyMQ/viewform
Tue, Nov 28, 2017 at 1:22 PM
5 Star Client Review Template
This can also be found in HQ http://www.seizethemarket.com/hq/emailTemplates/edit/241 Hello (Client), I know you're busy and may not be ab...
Tue, Mar 20, 2018 at 10:37 AM
Basic Response in Freshdesk
Hi (client), We are now checking this on our end. We will send you a notification as we progress in our investigation. Thank you.  Hi (clie...
Tue, Mar 20, 2018 at 1:38 PM
Email Blast SOP
Hi (client name), In order for this feature to be activated in to your account we would need the following questions to be completely answered and verif...
Tue, Jun 5, 2018 at 8:24 AM