FieldNotes Ai

I'm new to FieldNotes so Where do I Start? 7

• 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
• Importing Contacts from Different Sources

See all 7 articles

Who is Sparky? 2

• Who or What is Sparky?
• What can Sparky do?

Training Videos 1

• Training Videos

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

Overview 6

• Introducing the Dashboard
• Importing Contacts
• Manage Contacts - Functionality
• Managing Tasks & Appointments
• Navigation Ease - Breadcrumbs

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Manage Contacts 11

• How to Manage Contacts
• Saving Contacts as Report
• How to Organize Contacts - Best Practices
• Contact Lead Page Report
• TouchPoints - Contact Management Reminders

See all 11 articles

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

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Mass Action 3

• Mass Action | Group SMS / Emails
• Mass Action | Triggering an Action Plan Contact List
• Other Mass Actions

Reports 2

• Reports - Tracking Activity
• Email Tracking

Teams 4

• Teams - Working together in a team environment
• Round Robin VS Broadcast Setup
• Dynamic Leads Assignment
• Managing Teams - Admin VS Team Lead VS Member views

Nurturing Leads/Contacts 1

• Mailing Labels

Managing Leads 2

• Lead Hand-offs
• Facebook Marketing - Page Access

Templates 3

• What Are Templates?
• Managing Templates
• Leveraging Templates (Emails and SMS)

Calendar Integration 3

• Fieldnotes and Email Integration
• Fieldnotes and Calendar Connection
• 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

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Setup 4

• How to Customize your Labels
• Customizing the Data fields
• Daily Reminders
• Call Forwarding

Updating Profile Information 0

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

Product Release Notes 13

• August 2021 Release Notes
• July 2021 Release Notes
• June 2021 Release Notes
• May 2021 Release
• December 2020 Release

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Current Known Issues 0