[5.0] How to Delete Assets
Delete individual or several assets from the app[5.0] How to Delete Contacts
Delete some or all of your contacts in the app[5.0] Use Impacted Assets to Find Clients Hit by a Storm
Find storms that have affected your existing contacts.[5.0] How to Create an Asset, Contact, & Opportunity
Learn how to create a contact inside the app[5.0] Use Asset Filters to Find the Right Properties Faster
Focus on the right leads, track follow-ups, and see where your team is working.[5.0] How to Assign Opportunities to Users
Learn how to assign an opportunity to another user in your company[5.0] How to Edit an Asset's Opportunity
Learn how to edit the status, notes, and priority level.[5.0] How to Update an Opportunity Status in the Pipeline
As you work a deal, you can move the Opportunity from one status to the next.[5.0] Opportunity Pipeline Explained
An Opportunity Pipeline is a list of Stages and Statuses that an Asset's Opportunity can move through[5.0] How to Create a New Opportunity for an Asset
Learn how to create a new opportunity and archive the old one for an asset