How-to Guides
This section provides step-by-step guides on how to preform various tasks within the software.
- Accessing My Coaching Sessions
- ADDING & USING ELM EXTRA FIELDS
- Adding New Email Templates to the Reservations Sales Suite
- Assigning Leads - ELM Lead Grid
- Assigning Leads from the Lead Form
- Auto Assigning Abandoned Cart Leads
- Auto Assigning Email Leads
- Auto Assigning Listing Leads
- Auto Assigning RezForce Leads
- Call Scoring 101
- Changing Call Results - Inbound Call Tracking
- Creating a Lead Form for a Call Missing a Lead Form - Inbound Call Tracking
- Creating a New Reservation Sales Suite Campaign
- Creating Hyperlinks in Reservation Sales Templates
- Creating New Agent Leads From the Reservation Sales Suite
- Custom Report - ELM Lead Grid
- Customizing Basic HTML Email Templates in the Reservation Sales Suite
- Deleting/Merging a Lead
- ELM Lead Rank Configuration
- Filtering Leads - ELM Lead Grid
- Generating Mailing Lists Using Not Booked Data
- How Can I Modify Call Recording Access?
- How to Clear your Cache and Browsing History
- How to Download and Save Call Recordings - Inbound Call Tracking
- Inserting Files into Lead Email Responses
- Interpreting Your Reservations Data
- Lead Form - Quick Reference Guide
- Listen to Call Recordings - Inbound Call Tracking
- Listen to Calls - Scoring Module
- Locating Abandoned Calls