Help

Every feature has a guide with its purpose, what to enter, what you get, a worked example, common errors and who can use it. Training is optional depth, never required to operate the software.

• Background work, job status and the audit recordv1
• Costs, fee model and the three casesv1
• Finding estate sales near youv2
• Finding your way around the workspacev1
• Mock, sandbox and live modesv2
• Organizations, members and invitationsv1
• Prospects: capture, qualify, decline or referv1
• Signing inv1
• The estate context barv1
• The guided walkthroughv1
• What Overview showsv1
• What the directory coversv1
• Your quote: what you would receivev1