Reassigning a contact to a different user is easy to do using one of two different methods. From within the contact itself or from the Contacts page. Both with just a few clicks.
👍 This concludes reassigning a contact to a different user
Creating your own Contact Statuses is an easy way to keep your team’s leads, borrowers, and partners organized. These custom statuses can also trigger automations, helping you streamline workflows and stay on top of every step in your process. ...
Sending a direct email to a contact is incredibly easy. Simply find the contact, click email, and start typing. The email will send through your email integration for quick delivery and tracking. This short video will show just how easy this is. ...
Getting started with text messaging in Lendware is quick and simple. In this short video, we’ll walk you through setting up your team’s dedicated Lendware phone number so you can start sending SMS messages right away. Once your number is ready, ...
Sending a text message to a contact is fast and simple. In this video, we’ll guide you through the steps to send a quick SMS directly from a contact’s profile. With just a few clicks, you can reach out instantly. <br>
Adding a transaction manually is fast and simple, whether you’re on the Transactions page or directly within a Contact’s profile. You can enter all the relevant details and update them anytime, keeping your records accurate and up-to-date. <br>