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Lead Details Page
Be Prepared. Dial-in on customer preferences and must-haves before they step foot in the door. The Lead Details Page includes customer contact information, each customer's unique journey, any Best Price Now recommendations, claimed offers, scheduled ...
Creating & Modifying Holiday Calendars
Availability schedules reference a Holiday Calendar to remove or block out unavailable times. Modules become active or create available time slots by referencing an assigned Availability schedule. Ensure that appointments are not booked and that ...
Scheduled Clarity Attribution Reports
Automate your Clarity Attribution reporting by creating a scheduled report. Clarity Attribution reports will attempt to create ad-hoc reports three times before notifying the user that the report failed. Create a Scheduled Report Log in to the ...
Managing Clarity Attribution Reports
Manage one-off and scheduled reports. Managing the Reports Log Log in to the platform. Scroll down to and click on Clarity in the navigation menu. The Clarity Attribution page opens. Click on the Reports tab. The Reports log displays. Manage the ...
Creating and Managing Users
Empower clients with the ability to modify apps. Creating a New User Log in to the Dashboard. Scroll down to and click the Users tab on the side menu. The Users screen opens. Click the "Create User" button at the top of the page to expand the User ...