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Contact notes & activity history

Contact notes & activity history

Overview

PreviousLink properties & documents to contacts

MLS & CRM User Manual

Quick Start
Account & Profile
Core Workflow
Searching & Alerts
Leads & Enquiries
Contacts & CRM
Managing Listings
Sales Pipeline & Tasks
Microsite & Sharing
Marketing and Portals
Reports & Statistics
AI & Automation
- AI Property Research Agent
- Automations (rules, notifications, lead routing)
Credits & Referral Program
- How to earn/use credits
- How referrals work
Support
Release Notes & Roadmap
- New Features & Roadmap
FAQ (MLS & CRM)
Legal
- Privacy Policy
- Terms & Conditions
Documents
- Share Documents
- Upload & Link Documents
Sales Pipeline Tracking
- Generating progress reports
- How to use Pipeline
Verified Agency
Tracking listing exposure
Referral Program - Earn Credits
Security & Compliance
- Data protection & GDPR guidance
- Incident Response
Technical Documentation
- Technical Documentation
  - XML Export Structure

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