This section is to help you get started in using FieldNotes’ Customer Engagement Platform.
There’s not much to use. We will automatically configure the system based on your profile. Once your account has been created, you will receive your initial password.
Here are 3 key tips to get started with Annette, our lead gen Ai:
If you have other lead sources like Zillow, Realtor.com or other sources, you can let Annette follow-up and qualify those leads for you.
To help you with that, please reach out to one of our Customer Success Managers to help you with it.
Sure, you can name the Ai to whatever name you pref. Annette is just the default name. Simply let your CSM know during the initial setup call.
If you have old leads that you have forgotten about, no worries. We call this Cold Lead Reactivation. Simply assign those leads to Annette and watch her do the follow-ups.