Staff & ISA Tools
Create a Personal Smart List
Create a Personal Smart List that allows you to select data for information and reports. You can also export form a smart list to further manipulate the data ...more
Staff How To
September 15, 2026•9 min read
Set Up a Platinum Call Count Automation
Set Up a Platinum Call Board with call count automation ...more
Staff How To
September 09, 2026•9 min read
How to Prepare and Import Client Data
How to Prepare and Import Client Data make sure the data is usable and has expected data for automations. ...more
Lead Import
September 08, 2026•10 min read
Check Formulas before Data Import
To avoid errors in data be sure to check the formulas. It may look correct but that does not me4an it is correct. Watch the video ...more
Lead Import
September 08, 2026•1 min read
Use Remine to Find Phone Numbers and Email
An agent may provide us with a useful list of properties without including the owners’ telephone numbers or email addresses. When that happens, Remine can help us match the property records, identify ... ...more
Lead Import
September 02, 2026•7 min read
What Data Do We Need From an Agent to Import Leads?
What Data Do We Need From an Agent to Import Leads? How to help the agent get their data ready for import. ...more
Staff How To
September 01, 2026•6 min read