Solutions to issues using the software or the automation of our service

Email Notification of leads - do not rely on that
Please check your spam and/or trash folder for our emails. We send every email but this is how email works     Ema...
Sat, 18 Jul, 2015 at 11:01 AM
how to hide or unhide prowspects in the "view prospect" view
 Please see these short video tutorials view and hide prospects https://www.screencast.com/t/7i5GDR4S unhide prospects https://www.screencast.com/...
Tue, 26 Jan, 2021 at 3:14 PM
Suspended account - cannot access my account
If you received a notice that your account is suspended, 99% of the time it is because your credit card cannot be charged. You can update or change your cr...
Tue, 26 Mar, 2024 at 11:09 AM
CRM or Export
we have the following  features built in  1. an autoresponder which sends emails every 4 days to your prospects (you must turn the feature on in your ba...
Fri, 23 Apr, 2021 at 11:36 AM
remove prospect from the autoresponder
the question is answered in the advisor's back office here https://www.screencast.com/t/HBmwKn0S here is a video of using that feature https://w...
Wed, 28 Jul, 2021 at 3:12 PM
Autoresponder emails
video of the email content: https://app.screencast.com/LSwlSub9FNWP6 You have a function in your back office, called the Autoresponder, to have Seniorl...
Tue, 8 Nov, 2022 at 9:34 AM
how to export leads to your own crm
You can of course expert your leads as a csv file and then import them into your CRM.  However, you can avoid that manual step by creating a webhook direct...
Sun, 4 Jun, 2023 at 7:43 PM
Where to see our internet ads / How to see our ads
We are happy to show you a copy of the ads we run It is impossible to show a live ad because on the Internet ads rotate. They are not in fixed positions...
Wed, 31 Jan, 2024 at 4:21 PM