- How to create a Subscription
- How to activate, disable, or delete a subscription?
- How to assign a subscription to another loan officer?
- How to view the rate subscription emails that are sent to a lead?
- How to view a lead’s rate dashboard?
- How to view quote history of a subscription?
- How do I find the dashboard activity history of a specific subscription?
- Where can I see all the activity such as email opens, dashboard visits, and most recent visits of all of my active subscriptions?
- How do I know if someone is active in rate subscription emails?
- How to Manually Send an SMS Message to a Subscription
Subscriptions & Engagements
Details and information specific to the Subscriptions & Engagements