FieldNotes Ai

Unlocking the Power of Our New UI: Your Guide to Getting Started 0

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

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

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

Managing Leads 3

• Lead Hand-Offs
• Lead Report - Viewing Your Leads
• Facebook Marketing - Page Access

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)

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

Updating Profile Information 0

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

Product Release Notes 20

• August 2022 Release Notes
• June 2022 Release Notes
• May 2022 Release Notes
• March 2022 Release
• December 2021 Release Notes

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Current Known Issues 0

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?