Guides

Practical how-tos for everyday workflows. For a product tour, see Features.

Getting started

• Quick start guideWelcome tour, settings hub, prospecting, listings progression, import, and inbox.
• Importing your dataMigration from supported CRMs and file exports, upload, and import summary.
• Setting up your teamInvites, roles, and managing workspace members.

Feature guides

• Deal progression & chain health8-stage pipeline, offers, nudges, attachments, audit log, and chain scores.
• AI Inbox AgentInbox forwarding, suggested actions, offers, viewings, tasks, and audit trail.
• Buyer matchingApplicant profiles, Pre-Market matches, listing tabs, and Today's Tasks.
• Prospecting & valuationsPipeline Kanban, book valuations, history, win/loss, and Pre-Market handoff.

More guides will appear in the sidebar as we publish them.