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Step-by-step guides, walkthroughs and answers to common questions about DealSherpa, DealFuse and DealSign.
Getting Started
Set up your account and take a quick tour.
Your DealFuse workflow, step by stepThe dashboard, the pipeline boards, adding a lead, notes, appointments, your daily to-dos, deal numbers and categories, click by click.Your DealFuse workflow, step by step→Start each day on the DashboardOpen Dashboard in the left menu. The five numbers across the top show New leads, Follow-ups due (with how many are overdue), Active pipeline, Under contract and Signed. "Up next" lists the calls and appointments due, oldest first.Your DealFuse CRM, step by step→Add a new leadOn the CRM Pipeline click Add New Card, then "create a new lead". Type the seller and property, choose the board and the category, and click Create Lead.Your DealFuse workflow, step by step→Bring your leads over from another CRMGo to DealFuse → Leads → Import from another CRM and drop in the CSV your old CRM exports. Check the column matches, then click Import. Stages, tags, notes and to-dos come across on the same dates.Your DealFuse workflow, step by step→Add DealSherpa to your iPhoneOn iPhone: open dealsherpa.app in Safari and sign in, tap ••• next to the address bar → Share → View More → Add to Home Screen → Add. On Android: Chrome → ⋮ → Install app. Open DealSherpa from the new icon.Put DealSherpa on your phone→Add DealSherpa to your Android phoneOn Android: open dealsherpa.app in Chrome and sign in, tap ⋮ (top right), then Install app or Add to Home screen → Install. On iPhone: Safari → Share → Add to Home Screen. Open DealSherpa from the new icon.Put DealSherpa on your phone→Can't find what you need?
Use Live Chat at the bottom right. Ask your question there, or type "talk to Jack" to reach a person.