Tags
- How Tags Work in FreedomSoft
- How to Add and Remove Tags on a Record in FreedomSoft
- How to Bulk Add or Remove Tags in FreedomSoft
- How to Add or Remove Tags Automatically With FreedomSoft Workflows
- How to Find Records by Tag in FreedomSoft
- How to Report on Tags in FreedomSoft
LeadBoard
My Pipeline
- How To Merge Your Inound Land Leads Using Reference Number / Reference ID
- Leads Inbox + Active Conversations Overview
- How to Save and Manage Advanced Searches
- How to Add Multiple Owners or Contacts to Records
- How to Find and Merge a Single Duplicate Record
- How to Use the Leads Inbox to Track All Inbound Leads in FreedomSoft
Lists
- Select Any Number Of Records, Leads, Buyers Or Contacts
- Last Communication Field – Track & Manage Lead Activity
- How To View All Seller And All Buyer Records In FreedomSoft
- How to Add Your Most Frequently Used Lists to the FreedomSoft Home Page
- FreedomSoft Seller and Buyer Lists: Overview and How to Use Them