FieldNotes Ai
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Knowledge base
Getting Started
I'm new to FieldNotes so Where do I Start?
8
How do I get Started Using FieldNotes Ai? - A Quick Guide
Settings and Profile
Top 10 Ways to Add a contact using Sparky
Export Your Facebook Contacts
Onboarding Webinar Schedule
See all 8 articles
Who is Sparky?
2
Who or What is Sparky?
What can Sparky do?
Training Videos
1
Training Videos
FAQs
Frequently Asked Questions
2
Frequently Asked Questions
Data Security
Where can I get some help?!
3
How I get help? - Support
System Hanging (Browser not updating)
Quick Reference Guides
Affiliates & Referrals
1
Affiliate Partnership
Functionality and Features
Overview
6
Introducing the Dashboard
Importing Contacts
Manage Contacts - Functionality
Managing Tasks & Appointments
Navigation Ease - Breadcrumbs
See all 6 articles
Manage Contacts
7
How to Manage Contacts
Saving Contacts as Report
How to Organize Contacts - Best Practices
TouchPoints - Contact Management Reminders
Merging Contacts
See all 7 articles
Action Plans
12
How can Action Plans help me? Automate your follow-ups - Overview
Setting up Action Plans
Creating your own Action Plan
Action Plan Library - Leveraging Templates
Action Plan - Manual Trigger
See all 12 articles
Reports
2
Reports - Tracking Activity
Email Tracking
Teams
3
Teams - Working together in a team environment
Managing Teams - Admin vs Team Lead vs Member views
Round Robin - Assigning Leads
Nurturing Leads/Contacts
1
Mailing Labels
Settings and Integration
Calendar Integration
2
Google and Outlook Integration
Calendar Integration - Technical Documentation
Personal Profile
4
Where can I update my personal preferences?
Forgot Password?
Signatures & More
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
See all 6 articles
Setup
3
How to Customize your Labels
Customizing the Data fields
Call Forwarding
Running Your Business
Transaction Management
3
What is a Transaction Pipeline?
Sparky the Transaction Coordinator
Creating & Deleting Transactions
Managing Your Follow Ups
5
Why should I use Sparky to Capture my Follow-up Activities and Appointments?
Can Sparky Manage my Recurring Events?
If my Meetings Change can Sparky move Events on my Calendar?
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 & Known Issues
Product Release Notes
8
June 2020 Release
February Release
September Release
August Release
June Release
See all 8 articles
Current Known Issues
1
Slow performance as of 1/16/2020 - RESOLVED
Set up
Updating Profile Information
0
Ai Enabled Lead Generation - Annette
Managing Leads
2
Lead Hand-offs
Facebook Marketing - Page Access
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