Create a Personal Smart List

Create a Personal Smart List by: DemitriPublished on: 15/09/2026

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

Set Up a Platinum Call Count Automation

Set Up a Platinum Call Count Automationby: DemitriPublished on: 09/09/2026

Set Up a Platinum Call Board with call count automation

What Data Do We Need From an Agent to Import Leads?

What Data Do We Need From an Agent to Import Leads?by: DemitriPublished on: 01/09/2026

What Data Do We Need From an Agent to Import Leads? How to help the agent get their data ready for import.

How to Create and Publish a Blog Post

How to Create and Publish a Blog Postby: DemitriPublished on: 27/08/2026

Steps to create a blog post