How can we help you?
Step-by-step guides, walkthroughs and answers to common questions about DealSherpa, DealFuse and DealSign.
Leads & Data
Find, filter and manage distressed property leads.
Work your follow-ups from LeadsOpen Leads in the left menu and click Overdue, then Due today. Tick several leads to tag them as a batch and start them through a follow-up sequence; the tag (for example "03 Call Attempt 1") shows which step each lead is on.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→Mark numbers and leads with TagsOpen Tags in the left menu. Phone Tags mark single numbers (Dial First, Do Not Call, Wrong Number, Husband, Wife…), and Property and Contact Tags label the house and the person. "Show Leads" lists every lead with that tag; "+ Add New Tag" makes your own.Your DealFuse CRM, step by step→Find phone numbers with Skip TraceOpen Skip Trace in the left menu and upload a CSV with the owner's name and an address. It's pay-as-you-go from your balance: $0.12 per owner searched, any amount. Company and trust owners are skipped for free.Your DealFuse CRM, step by step→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.