Resources / Docs

How the acquisition system is put together.

A short map of the product surfaces on the marketing site. In-app docs live with your workspace after you sign in.

See the workflow

Intake and skip tracing

Leads arrive from forms, imports, and channels, then get owner and property context before a rep sees the record.

Qualify, dial, pipeline

The queue ranks who to call. The dialer logs from the record. The pipeline is the shared view of what happens next.

Workflows and reporting

Sequences and workflows own follow-up. Reporting shows what moved, what stalled, and who owns the next step.