How do I add a ZIP code?
How do I add a ZIP code?
Go to Deal Hub → Add ZIPs. Use the State/City tab to add all ZIPs for a city, or
the By ZIP tab to add a single 5-digit ZIP, then Save. You can also click ZIP
boundaries on the map. Your limit depends on your plan (Starter: 2, Pro: 25, Premium:
unlimited).
How do I get a phone number?
How do I get a phone number?
Go to Basic Setup > Phone Number, choose
Get an instant number from us, enter a US area code, and provision it. Prefer your own
number? You can connect
Quo instead.
How do I create message templates?
How do I create message templates?
Go to Advanced Settings > Communication > Templates,
click New Template, set a name and content (with placeholders like and
), pick SMS or Email and the conversation context, and save. See
Message Templates.
How do I send bulk messages?
How do I send bulk messages?
In the Deal Pipeline, select properties, then click Message in the selection bar to
open Review & Send Messages. Bulk operations are on Pro and Premium plans. See
Bulk Messaging.
How do I save a property to my pipeline?
How do I save a property to my pipeline?
In Deal Hub, click the heart icon on a property card - it lands in the “Not Contacted”
stage of your Deal Pipeline.
How do I set up a sequence?
How do I set up a sequence?
Go to Sequences, click Add Sequence, choose the conversation type, add steps, and
save. See Sequences.
How do I connect WhatsApp?
How do I connect WhatsApp?
Open My Profile → WhatsApp, enter your number, and click Activate. See
WhatsApp Notifications.
How do I invite a team member?
How do I invite a team member?
Go to Advanced Settings > Organization > Team & Roles, click
Invite, enter an email, choose Admin or Member, and send.
How do I change my plan or billing?
How do I change my plan or billing?
Go to Advanced Settings > Organization and click
Manage Plan or Manage Billing. See Billing & Plans.
How are comps calculated?
How are comps calculated?
ProPilot finds recent comparable sales near the property and adjusts for differences in
size, condition, and location. See Comps.
How do I make a phone call to an agent?
How do I make a phone call to an agent?
Open a property’s conversation, go to the Calls tab, and click Call Now (you need a
provisioned phone number and microphone permission). On Quo, use Call via Quo.