Get to know your lead generation platform and CRM better!

We are excited to launch our Quick “How To” series of some of the most commonly used features!

As your customer experience team, we are working hard to not just resolve your day to day issues but also to help you get the maximum value out of your lead generation platform and CRM.

How would these videos help you and your team?

Through these short videos (2-4 minutes each), we walk you through with step by step instructions on how to interact with a feature in your user journey.

Links to Videos:

IDX Search Settings

IDX Registration Settings

Videos will be added weekly, so make sure to bookmark this page!

Your feedback and suggestions are always welcome, so please share your thoughts via this post.


This is great @shazmin! I always learn better by video. Thanks for sharing this.

Just posted our latest video!

CTA Community Snippet

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Our first “How To” Video for 2023!

Setting up an Agent Profile

Are there specific videos you want to see? Let us know in the comments below!

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These videos are great! Thanks for sharing @shazmin. :slight_smile:

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Email Blast!
Here is our next quick “How to” video on Sending an Email Blast

Creating Groups!

What do you use your groups for?

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