Explanation of the Lists Page

Here, you’ll be able to search for a call list either by its name or description.

You can view all of the lists you've created. You can quickly access your most recent contact in the call list by selecting "Start Calling." This will take you directly to the call console page. Another option is to click on the name of the call list to view the overall call list page. And if a list doesn't have properties, there will be a message to add some.

This option gives you the ability to create a new list.

In the list dashboard, select the name of the call list you want

Here, you can search for an associated property

Selecting this will export the activities you've done on these properties

Selecting this will give you the option of adding a property to this Call List without having to go to the Search page

Selecting this will take you to the Call Console page for the next property in your list

Selecting will update any modifications you made within the Details name and/or description

Selecting any property in the list will open the property view for that selected property

Selecting the primary contact will take you to their contact record on the Contacts page

Selecting the action arrow will take you to the Call Console page for that property

Selecting the trash icon will remove the property from the Call List

In the list dashboard, select "Start Calling" of the call list you want

Within the Call Console Overview page

Within the Call Console Overview page

Selecting this will show you the previous property in your Call List

Select the number between "Previous" and "Next" will allow you to search or select any property in your Call List

Selecting this will show you the next property in your Call List

Selecting this will give you (if available) the Ownership, Property Information, Building Features, Location Information, and Tax Information of the property. You also have the option of adding a tag to the property.

Selecting this will give you (if available) Loan Information

Selecting this will give various demographics within 0.3, 0.5, and 1 mile. You can also modify those radii.

Selecting this will provide you with Comps based on selected parameters with the ability to modify them, and an analysis of those Comps and the properties used for the Comps

Selecting this will provide you with points of interest around the selected property, like airports, bus routes, restaurants, hotels, landmarks, and attractions

Selecting this allows you to search and add a contact to the selected property and the ability to create a contact

Selecting either arrow will show the contract record associated with the selected property

You can also select the Contact dropdown to select the contract record you want

Selecting this will associate the selected tag(s) to the selected contact record

Selecting the three dots will allow you to modify the chosen contact information or delete the contact from the selected property

This activity allows you to select the call result and type of the details of the call for future reference, and you can create a follow-up task

This activity allows you to send an email to the selected email, and you can create a follow-up task

This activity allows you to add an activity, and you can create a follow-up task