Find a Card
Deals Dashboard Overview
Copy an Existing Lead or Deal - Classic UI
Customise a Board
Manage the Owner/Broker of a Deal or Lead Card - Classic UI
How to Filter Board Cards by Team
Filter a Board by Team Role and User
Adding a Note to a Deal - Classic UI
Use Loan Splits to Apply Tags
Find Archived Leads or Deals
Clone or Duplicate an Existing Lead or Deal Card
Manage the Owner / Broker of a Deal or Lead Card