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
Webinar Schedule
View all 8
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 Timeline for your Tasks & Appointments
Navigation Ease - Breadcrumbs
View all 6
Manage Contacts
14
How to Manage Contacts
Saving Contacts as Report
How to Organize Contacts - Best Practices
Contact Lead Page Report
TouchPoints - Contact Management Reminders
View all 14
Action Plans
13
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
View all 13
Mass Action
3
Mass Action | Group SMS / Emails
Mass Action | Triggering an Action Plan on Contacts
Other Mass Actions
Reports
2
Reports - Tracking Activity
Email Tracking
Teams
5
Teams - Working together in a team environment
Round Robin VS Broadcast Setup
Dynamic Leads Assignment
Managing Teams - Admin VS Team Lead VS Member views
Lead Notifications
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?
Managing Templates
Leveraging Templates (Emails and SMS)
Settings and Integration
Email Setup & Calendar Integration
3
Email Setup
Calendar Integration
Calendar Integration - Technical Documentation
Personal Profile
5
Where can I update my personal preferences?
Forgot Password?
Signatures & More
Auto-Signature
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
Call Forwarding
Forgotten (Reset) Password
Set up
Updating Profile Information
0
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
Product Release Notes
18
December 2021 Release Notes
March 2022 Release
May 2022 Release Notes
October 2021 Release Notes
September 2021 Release Notes
View all 18
Current Known Issues
0
Help Desk Software
by Freshdesk Support Desk