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Platform Basics
Getting Started
Getting Started for Admin
Getting Started for Agents
Platform Basics
General
Understanding your Dashboard
Managing your Contacts
Managing Properties for Contacts
Managing Cash Offers for Contacts
Segments
Referrals
Contact Enrichment
Managing Users & Roles
Workflows
Property Intelligence
Automated Marketing
How Engage automates marketing for your entire database
Understanding client's dashboard
Enriching client data for marketing
Email Sending Domain
Lists
Branding
Drop Off Automation
Postcard Lead Flow
Automations
How Automations work
Postcards
Performance
Lead Generation Widgets and Landing Pages
Widgets & Landing Pages
Forms
Tracking Code
Personalized URL
Content
Integrations
Building Integrations using Zapier
Building Integrations
Follow Up Boss (FUB)
Sierra
Homeward
Zestimate by Zillow
Users and Subscriptions
Manage your account subscription
Affiliate Program
Multi Account Access
Best Practices
Customer Dashboard
Customer Dashboard
Reports
Reports
Emails and Postcards
Credits
Credits
Email Deliverability
DMARC
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Help Center
Platform Basics
Getting Started
Getting Started for Admin
Getting Started for Agents
Platform Basics
General
Understanding your Dashboard
Managing your Contacts
Managing Properties for Contacts
Managing Cash Offers for Contacts
Segments
Referrals
Contact Enrichment
Managing Users & Roles
Workflows
Property Intelligence
Automated Marketing
How Engage automates marketing for your entire database
Understanding client's dashboard
Enriching client data for marketing
Email Sending Domain
Lists
Branding
Drop Off Automation
Postcard Lead Flow
Automations
How Automations work
Postcards
Performance
Lead Generation Widgets and Landing Pages
Widgets & Landing Pages
Forms
Tracking Code
Personalized URL
Content
Integrations
Building Integrations using Zapier
Building Integrations
Follow Up Boss (FUB)
Sierra
Homeward
Zestimate by Zillow
Users and Subscriptions
Manage your account subscription
Affiliate Program
Multi Account Access
Best Practices
Customer Dashboard
Customer Dashboard
Reports
Reports
Emails and Postcards
Credits
Credits
Email Deliverability
DMARC
Platform Basics
Start with your foundation, like managing your contacts and their properties & offers.
General
How can I see the latest product updates?
How to update Assigned Agent for Existing Contacts during Import?
How to search records in Fello Connect
How to check in-app notifications in Connect
How to start creating a new cash offer
Utilizing the Bulk AVM Adjustment Feature
How does lead scoring work in Fello?
See more
Understanding your Dashboard
How to view seller/cash offer leads
How to view CMA requests
How to view Callback Requests
How to view all account activity
How to export a list of contacts from Widget Performance
How to view Home Value leads
How to view all lead activity
View your widget performance
See more
Managing your Contacts
Understanding Marketing vs Non-Marketing Contacts in Fello
Search and sort your contacts
How to export your contact data from Fello
How to add an individual contact
How to filter your contacts
How to view individual contact activity
How to delete a contact
How to view contacts that come from your CRM
How to change the assigned agent of multiple contacts
How to change the assigned agent of a contact
How to import contacts to Fello Connect
If I stop using Fello, can my contacts be deleted?
How to add additional email addresses
How to change the primary email address for contacts
How to view assigned/unassigned lead activity from the dashboard
How to optimize your Marketing Contact usage in Fello
How to manage your contact’s communication preferences
See more
Managing Properties for Contacts
How to add multiple properties (home addresses) to a contact
How to delete a property for a contact
Add a property for a contact
Map View Feature for Property records
How to view mortgage information and use mortgage-related filters in Fello
How to archive a property
See more
Managing Cash Offers for Contacts
How to publish cash offers
Segments
Understanding the Standard (Default) Segments in Fello
How to create, watch, and manage Segments in Fello
Referrals
Mark and manage property referrals in Fello
Contact Enrichment
Address Append Enrichment: Introducing Fello's Enrichment Add-On
Managing Users & Roles
How to add and manage users in Fello
How to configure roles and permissions for users
Workflows
How to automate processes using workflows in Fello
What are dynamic tags in workflows?
How to configure enrollment for criteria-based workflows
Property Intelligence
How to configure Property Intelligence notifications
How to view Real Seller/Real Buyer information in Fello
How to add MLS Listing Details to enable Property Intelligence
Understanding Property Intelligence and its impact on your business
How does Fello track Real Sellers
See more
