FieldNotes Ai
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Knowledge base
A Redesigned User Interface for Our CRM.
Unlocking the Power of Our New UI: Your Guide to Getting Started
0
Getting Started with Fieldnotes.ai
I'm new to Fieldnotes so Where do I Start?
7
Profile and Settings
How do I get Started Using Fieldnotes Basics? - A Quick Guide
Importing Contacts from Different Sources with Fieldnotes Basics
Export Your Facebook Contacts
Exporting Your kvCore Contacts with Fieldnotes Basics
View all 7
Training Videos
1
Training Videos - Fieldnotes Basics
FAQs
Frequently Asked Questions
2
Data Security
Frequently Asked Questions with Sparky as an Add-on
Where can I get some help?!
2
Where can I ask for help?
System Hanging (Browser not updating)
Affiliates & Referrals
0
Functionality and Features
Overview
5
Introducing the Dashboard
Texting with Your Smart Number (A Premium Add-On)
Importing Contacts with Fieldnotes Basics
All Contacts with FN Basics - Functionality
Managing Timeline for Tasks & Appointments with Fieldnotes Basics
Manage Contacts
11
How to Manage Contacts in All Contacts
How to Organize Contacts - Best Practices with Fieldnotes Basics
TouchPoints - Contact Management Reminders with Fieldnotes Basics
Contact Overview
Filtering Contacts Categories for "Views".
View all 11
Mass Action
4
Mass Edit on Contacts
Mass Action | Group SMS / Emails (SMS A Premium Add-On)
Mass Action | Triggering an Action Plan on Contacts (SMS A Premium Add-On)
Other Mass Actions
Action Plans
14
Action Plan Library - Leveraging Templates
Auto Pause (for SMS Premium Add-on)
How can Action Plans help me? Automate your follow-ups - Overview
Setting up Action Plans
Action Plan Folder System
View all 14
Reports
2
Reports - Tracking Activity
Email Tracking
Teams
5
Notification Settings
Round Robin VS Broadcast Setup
Dynamic Leads Assignment
Managing Teams - Admin VS Team Lead VS Member views
Teams - Working together in a team environment
Nurturing Leads/Contacts
2
Mailing Labels
Home Searches & Listings
Ai Enabled Lead Generation - Annette
Managing Leads
3
Lead Hand-Offs
Lead Report - Viewing Your Leads
Facebook Marketing - Page Access
Templates
Templates
3
What Are Templates? (with our Premium Add-ons - Email sync and SMS)
Managing Templates (Premium Add-on for SMS texting)
Leveraging Templates (Emails and SMS Premium Add-ons)
Settings and Integration
Email Setup & Calendar Integration
3
Email Setup
Calendar Integration - Technical Documentation
Calendar Integration with Fieldnotes.ai Basics
Personal Profile
5
Where can I update my personal preferences?
Forgot Password?
Signatures & More
Auto-Signature (Premium Add-On)
Time Zone Settings
System Integrations
6
Integration with other systems
Realtor.com Integration
Zillow Integration
Integrating to IDX (MLS data)
Setting Auto-forward your leads - Gmail
View all 6
Setup
5
How to Customize your Labels
Customizing the Data fields
Daily Reminders with Fieldnotes Basics
Call Forwarding (Premium Add-on)
Forgotten (Reset) Password
Set up
Updating Profile Information
0
Running Your Business
Transaction Management
2
What is a Transaction Pipeline?
Creating & Deleting Transactions with Fieldnotes Basics
Managing Your Follow Ups
2
How do I Remove a Completed Task or Event from the List?
How do I Setup a Workflow?
Handling Legal vs. Shortened name
0
New Product Releases
Product Release Notes
20
August 2022 Release Notes
June 2022 Release Notes
May 2022 Release Notes
March 2022 Release
December 2021 Release Notes
View all 20
Current Known Issues
0
Everything Sparky
All things related to Sparky
20
How do I get Started Using Fieldnotes Ai? - A Quick Guide
Frequently Asked Questions
Why should I use Sparky to Capture my Follow-up Activities and Appointments?
Training Videos with Sparky
Can Sparky Manage my Recurring Events?
View all 20
Who is Sparky?
2
Who or What is Sparky?
What can Sparky do?
Help Desk Software
by Freshdesk