Platform Basics
Start with your foundation, like managing your contacts and their properties & offers.
Understanding your Dashboard
- How to view Callback Requests
- View your widget performance
- How to view seller/cash offer leads
- How to view Home Value leads
- How to view CMA requests
- How to view all lead activity
- How to view all account activity
- How to export a list of contacts from Widget Performance
Managing Cash Offers for Contacts
General
- Utilizing the Bulk AVM Adjustment Feature
- How can I see the latest product updates?
- How to search records in Fello Connect
- How does lead scoring work in Fello?
- How to start creating a new cash offer
- How to check in-app notifications in Connect
- How to update Assigned Agent for Existing Contacts during Import?
Managing your Contacts
- How to import contacts to Fello Connect
- How to view contact summaries in Fello
- What are the default tags that Fello can apply to a contact?
- If I stop using Fello, can my contacts be deleted?
- How to add an individual contact
- How to change the assigned agent of a contact
- How to delete a contact
- How to export your contact data from Fello
- How to add additional email addresses
- How to change the primary email address for contacts
- How to view individual contact activity
- How to view assigned/unassigned lead activity from the dashboard
- How to filter your contacts
- How to optimize your Marketing Contact usage in Fello
- How to change the assigned agent of multiple contacts
- How to manage your contact’s communication preferences
- Search and sort your contacts
- How contact-to-owner match works
- How to view contacts that come from your CRM
- How to obtain communication consent from your contacts using Fello
- Understanding Marketing vs Non-Marketing Contacts in Fello
Managing Properties for Contacts
- Add a property for a contact
- How to delete a property for a contact
- Map View Feature for Property records
- How to add multiple properties (home addresses) to a contact
- How to view mortgage information and use mortgage-related filters in Fello
- How to archive a property
Segments
- Understanding the Standard (Default) Segments in Fello
- How to create, watch, and manage Segments in Fello
Referrals
Contact Enrichment
- How to automatically enrich contacts with missing addresses
- How to check DNC registration for contacts in Fello
Managing Users & Roles
Workflows
- How to automate processes using workflows in Fello
- What are dynamic tags in workflows?
- How to configure enrollment for criteria-based workflows