V4 to V5 Guide

Everything you need to know to make the switch from V4 to V5

14 articles in this collection
Written by Lissette Callejas and Thomas Hall

V4 to V5: Introduction Videos

Welcome to V5! Watch these videos for more information
Written by Lissette Callejas
Updated over a week ago

V4 to V5: Switching from Targets to People

This article will explain how Targets are now People in your Farm.
Written by Lissette Callejas
Updated over a week ago

V4 to V5: Switching from Sphere to People

This article will explain how Sphere contacts are now People in v5.
Written by Lissette Callejas
Updated over a week ago

V4 to V5: Switching from Target Lists to Tags

This article will explain how we are using Tags instead of Target Lists.
Written by Lissette Callejas
Updated over a week ago

V4 to V5: Launching Campaigns to Tags

This article will show you how to Launch Campaigns to Tags and to People.
Written by Lissette Callejas
Updated over a week ago

V4 to V5: Uploading Contacts

This article will show you how to upload your Contacts in v5.
Written by Lissette Callejas
Updated over a week ago

V4 to V5: Tasks and Reminders in Contacts

This article will show you how to setup Reminders and Tasks in v5.
Written by Lissette Callejas
Updated over a week ago

V4 to V5: Leads

This article will show you how to view your Smart, Lookup, and Verified Leads in v5.
Written by Lissette Callejas
Updated over a week ago

V4 to V5: Lead Routing

This article will show you how to Rout Leads in v5.
Written by Lissette Callejas
Updated over a week ago

V4 to V5: Sharing Territories

This article will show you how to share your Territory in v5.
Written by Lissette Callejas
Updated over a week ago

V4 to V5: My 'Sent Packages' Sphere

Where to find your 'sent packages' sphere in the new system
Written by Thomas Hall
Updated over a week ago

V4 to V5: Property Reports

This article will show you how to create and customize your Property Reports in v5.
Written by Lissette Callejas
Updated over a week ago

V4 to V5: Smart Sites

This article will show you how to get to your Smart Sites in v5.
Written by Lissette Callejas
Updated over a week ago

V4 to V5: Mortgage Leads

This article will show you hot to view your Mortgage Leads in v5.
Written by Lissette Callejas
Updated over a week ago