2.0 Knowledge Articles

This is a collection of all articles relating to IF 2.0

Carlos Zamora avatar John Whitfield avatar Ray Javier avatar +1
88 articles in this collection
Written by Carlos Zamora, John Whitfield, Ray Javier and 1 other
Investorfuse Top 10 Pro Tips!

Pro Tip #1 - Signatures (IF 2.0)

This article will show you how to set your own or your team's signature.
Mike Palma avatar
Written by Mike Palma
Updated over a week ago

Pro Tip #2 - Lead Inputs/Lead Sources (IF 2.0)

This article is about integrating your Lead Inputs/Lead Sources with InvestorFuse.
Mike Palma avatar
Written by Mike Palma
Updated over a week ago

Pro Tip #3 - Action Routing (IF 2.0)

This article will show you how to route actions to anyone in your team including multiple people in a single role.
Mike Palma avatar
Written by Mike Palma
Updated over a week ago

Pro Tip #4 - Suggested Notifications (IF 2.0)

This article will suggest notifications we think every team member should have on.
John Whitfield avatar
Written by John Whitfield
Updated over a week ago

Pro Tip #5 - Follow-up Sequences (IF 2.0)

This article will show you how to edit or create your own followup sequence.
Mike Palma avatar
Written by Mike Palma
Updated over a week ago

Pro Tip #6 - Campaign Default Assignee (IF 2.0)

This article shows you how to set your campaigns' default assignee.
Mike Palma avatar
Written by Mike Palma
Updated over a week ago

Pro Tip #7 - Campaign Autoresponder (IF 2.0)

This article will show you how to create an Autoresponder in your campaigns.
Mike Palma avatar
Written by Mike Palma
Updated over a week ago

Pro Tip #8 - My Actions & Team Actions (IF 2.0)

This article will go over actions assigned to you or your team.
Mike Palma avatar
Written by Mike Palma
Updated over a week ago

Pro Tip #9 - Performance Dashboard (IF 2.0)

This article shows the the importance of checking your dashboard at least once a week.
Mike Palma avatar
Written by Mike Palma
Updated over a week ago

Pro Tip #10 - Multiple Opportunities in One Seller (IF 2.0)

This article will show you how to create multiple opportunities for one seller.
Mike Palma avatar
Written by Mike Palma
Updated over a week ago

Bonus Tip! (IF 2.0)

This article will show you how to go through your setup checklist.
Mike Palma avatar
Written by Mike Palma
Updated over a week ago
General FAQ's

What Happens When Someone Unsubscribes From A Followup Sequence? (IF 2.0)

This article will let you know what happens if a client unsubsribes from messages being sent from a followup sequence.
Mike Palma avatar
Written by Mike Palma
Updated over a week ago

How to Change Where Notifications Will Be Sent To (IF 2.0)

This article will show you how to change what phone number and email address InvestorFuse sends notifications to.
Mike Palma avatar
Written by Mike Palma
Updated over a week ago

How To Start a Followup Sequence (IF 2.0)

Learn how to put opportunities into automatic drip followup sequences
Carlos Zamora avatar
Written by Carlos Zamora
Updated over a week ago

Where Do I Find the Call Recording? (IF 2.0)

Call recordings are the voicemail or audio from a call integration, like Callrail.
John Whitfield avatar
Written by John Whitfield
Updated over a week ago

Previous Q&A Support Calls (IF 2.0)

Watch our recorded Q&A training webinars
Carlos Zamora avatar
Written by Carlos Zamora
Updated over a week ago

Why Should I Use A Generic Email (IF 2.0)

This article goes over the reasons you should use a generic email to send & receive emails from inside InvestorFuse
Carlos Zamora avatar
Written by Carlos Zamora
Updated over a week ago

Why Can't I Save and Continue (IF 2.0)

Reasons you are unable to click on the save and continue button in opportunities and actions
Carlos Zamora avatar
Written by Carlos Zamora
Updated over a week ago

How To Search (IF 2.0)

Find out the best way of searching for addresses, names, or phone numbers.
Carlos Zamora avatar
Written by Carlos Zamora
Updated over a week ago

Can I Delete Buyers or Sellers (IF 2.0)

Is it possible to delete contacts in my buyers or sellers inside of People
Carlos Zamora avatar
Written by Carlos Zamora
Updated over a week ago

Create a PDF Contract To Upload (IF 2.0)

This article will show you some workarounds to create a pdf that you can upload for record keeping in Offers
Carlos Zamora avatar
Written by Carlos Zamora
Updated over a week ago

Overview of InvestorFuse 2.0 (IF 2.0)

Watch a previously recorded overview of InvestorFuse.
Carlos Zamora avatar
Written by Carlos Zamora
Updated over a week ago

What KPI Metrics Does 2.0 Track?

John Whitfield avatar
Written by John Whitfield
Updated over a week ago

Will 2.0 Have Property Data?

Property data is publicly accessible information like beds and baths numbers.
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Written by John Whitfield
Updated over a week ago

Will Additional Metrics Be Added To 2.0

Lots of users are asking if we will track additional metrics in the future.
John Whitfield avatar
Written by John Whitfield
Updated over a week ago

Exporting your leads from Podio (IF 2.0)

Here is a walkthrough of how to export your old leads from Podio if you want to migrate them over into InvestorFuse 2.0
Carlos Zamora avatar
Written by Carlos Zamora
Updated over a week ago