Skip to main content

Community
Submit a request
Sign in

Sign in
Community
Submit a request

Support & Help Desk
Sales Engine (SE)
21 Days to Success with Sales Engine

Articles in this section

Day 1: The Dashboard
Day 2: Initial setup & preferences
Day 3: Marketing campaigns
Day 4: Creating a new record
Day 5: Exporting to loan origination software
Day 6: Adding notes, reminders, and more
Day 7: Importing data
Day 8: Web lead delivery and forms
Day 9: Mining your data
Day 10: Working with partner records

See more

Day 4: Creating a new record

RF Support Agent

January 19, 2018 19:49

Was this article helpful?

0 out of 0 found this helpful

Have more questions? Submit a request

Related articles

Day 5: Exporting to loan origination software
Day 2: Initial setup & preferences
Day 10: Working with partner records
Day 3: Marketing campaigns
Day 6: Adding notes, reminders, and more

Comments

0 comments

Article is closed for comments.

Support & Help Desk

Powered by Zendesk