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Step-by-step guides, walkthroughs and answers to common questions about DealSherpa, DealFuse and DealSign.
CRM & Follow-Ups
Manage leads, pipelines, tasks and automation.
Move deals along in the CRM PipelineOpen CRM Pipeline in the left menu. Each lead is a card and each column is a stage, so drag a card to the next column as the deal moves. Lead Management is where new leads start; Acquisitions, Transactions, Wholesale, Flips and Rentals are the other boards.Your DealFuse CRM, step by step→Your to-dos for the dayOpen Leads. Click Overdue or Due today to see what you owe today, and switch Hot, Warm or Cold on or off on the right to focus on one kind of lead.Your DealFuse workflow, step by step→Keep appointments on the CalendarTo book an appointment with a lead, open the lead and click "Push to Calendar" in the Events box. It fills in today at the next hour; change the time and Save, and it shows on your Calendar with the lead's name. Click "Sync with Google Calendar" on the Calendar page once to see them on your phone too.Your DealFuse CRM, step by step→Book the appointmentOn the lead, click Push to Calendar, set the date and time, and click Save Event. The appointment shows on your Calendar with the seller's phone number and address.Your DealFuse workflow, step by step→Can't find what you need?
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