Step #5 Creating Tasks and setting up Automatic Task Management
Manager level users can choose which auto tasks they’d like to run as default. This tab will tell you exactly what will happen in detail. Registered users are automatically set …
Step #4 Submitting a Ticket
Okay, well I hope you never need to submit a ticket. But let’s say you find a bug or you need to change something on the site (like a logo) …
Step #3 Collaborating with your Clients
Go to your Agent Dashboard On the Agent Dashboard you can sort by Goal, Agent, When Registered, Last Contact Attempt, and Tag – all at the top of the dash. …
Step #2. Logging in and adding new clients to your dashboard.
You can login to all VestorFilter™ WordPress IDX sites by adding this after your .com = /wp-admin/ . For example: 2. Don’t create a new user. Use the login information …
Step #1. Setting up your new site. Choosing your options.
This video helps you with the Google Forms sign up sheet, first step in getting your new Vestor Filter™ site set up.