Contact
What is my Contact Page
 
Farm Club
How do I change my client's information?
How do I change the info on my Farm Club accounts?
What is the "Farm Club?"
 
Logging In
How do I retrieve my password?
 
Marketing
What do I put for "probability?"
What is "Marketing?"
Why can I not change my ROI values?
 
Notes
Can I edit or delete an existing note?
How do I add a note?
How do I flag an action?
What is my "notes" section?
Why is my "next call" date automatically set?
Why would I want to flag a call?
 
Personal Info
How do I edit my information?
Where do I change my goals and actual sales?
 
Top 21
How can I view and / or edit my client's information?
How do I add a client?
How do I change my actual sales?
How do I edit a client's information?
How do I journal my activities with my client?
What is Percentage of Sale?
What is "Actual Sales?"
What is that number to the right of my client's name?
When can I change my estimated fee values?
Where do I put my additional contact info?
Why can I not enter a dollar sign or a percentage sign?