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  • Roadmap
  • Blueprints
Logo DealTrail Knowledge Base Logo DealTrail Knowledge Base
  • Roadmap
  • Blueprints
  • Productivity App
    • Dashboards
    • CRM > Opportunities (Pipelines)
    • CRM > Contacts (Smart Lists)
    • CRM > Conversations
    • CRM > Calendars
    • Marketing > Email
    • Marketing > Direct Mail
    • Marketing > Social Planner
    • Marketing > Ad Manager
    • Marketing > Marketing Toolbox
    • Task Management > Tasks
    • Task Management > Projects
    • Agent Tools > Workflows
    • Agent Tools > Funnel Builder
    • Agent Tools > Form Builder
    • Agent Tools > Surveys
    • Agent Tools > QR Code Generator
    • Reputation > Reviews
    • Reputation > My Listings
    • Reporting > Custom Reports
    • Reporting > Pre-Built Reports
    • Account > Media Storage
    • Community > Community Groups
    • Community > Courses Builder
    • Settings
    • Settings > Domains
    • Phone System > Phone
    • Phone System > SMS
    • 🏁 Getting Started
  • Project Manager
    • 📋 How to Add an Ideas Board to Your Project Using the Task Management Platform
    • 📥 How to Set Up Requests in DealTrail Task System
    • 🔁 How to create and use templates in the task system in DealTrail
    • 📋 How to Create and Work with Procedures in DealTrail
    • 📑 Creating and configuring a Task in DealTrail
    • 📍 Creating a Project in the Task System
    • 🤖 How to Do Automations with the Task System in DealTrail
    • 🕙 Timer, Log Time, Time Statistics, and Dashboard in the Task System
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  1. Overview
  2. Productivity App

Productivity App

Dashboards
Account > Profile Settings
CRM > Opportunities (Pipelines)
CRM > Contacts (Smart Lists)
CRM > Contacts Toolbox
CRM > Conversations
CRM > Calendars
Marketing > Email
Marketing > Direct Mail
Marketing > Social Planner
Marketing > Ad Manager
Marketing > Marketing Toolbox
Task Management > Tasks
Task Management > Projects
Agent Tools > Workflows
Agent Tools > Funnel Builder
Agent Tools > Form Builder
Agent Tools > Surveys
Agent Tools > QR Code Generator
Reputation > Reviews
Reputation > My Listings
Reporting > Custom Reports
Reporting > Pre-Built Reports
Account > Profile Settings
Account > My Team
Account > Media Storage
Account > Billing
Community > Community Groups
Community > Courses Builder
Settings
Settings > Domains
Phone System > Phone
Phone System > SMS
  • 🏁 Getting Started

    Your all-in-one resource hub to kickstart success—access daily tasks, essential resources, and powerful tools to build and launch campaigns that convert.   Welcome Section   1. Daily Cadence This section provides quick access to you ...

matan@dealtrail.com
  • Roadmap