The Territories button will take you a page where you will be able to view details about your territories. This includes number of properties, number of smart leads, and a link to detailed territory reports.

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The Smart Leads button will take you to the People Search page with your Smart Leads loaded up.

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The Launch Campaign button will take you to the Campaigns screen where you will be able to send campaigns and download lists in order to send campaigns using third party providers.

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The Download button will also take you to the Campaigns screen.

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The Account Settings button will start you off in your profile information. From here you will have access to all of your profile settings as well as the more advanced settings and configurations in your profile.

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The Get Help button will take you to our support page. Sign up for live training or watch the video of the training at your leisure, explore our help section filled with useful articles, or submit a ticket if you believe you are having issues with your account.

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The Dashboard tab gives you a few options.
Home
takes you back to the home screen.
Lead Dashboard
takes you to your People Search screen.
Team Dashboard takes you to a screen where you can see information about your team member's activity.

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The People tab provides quick links to view a list of people based on tag.
Clicking Search takes you to the People Search screen.
Click Add Person to add a lead to your account.
The five most recently viewed people will appear at the bottom.

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The Campaigns tab shows three options:
Campaigns Best Practices shows several ideas for how to begin communicating with your leads.
Launch a Campaign takes you to the Campaigns screen.
View Past Campaigns shows you the status of any sent, sending, or draft campaigns you have set up in the offrs system.

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The Learn tab will provide links to the live training as well as the help desk filled with useful articles.


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