General
FINTRAC
Contacts
- How to Modify an Agent Deduction with a Cap or Max
- How To Create A Team
- How to Add or Modify a City
- How to Merge Duplicate Contacts
- How to Add a Country
- Enter a New Associate(Agent)
General / Setup
- How to enter new Sources of Business
- How to Export a Report - if Microsoft Excel is not installed
- How to update the Cheque number Sequence
- File Inbox Email Address
- GCI Milestones in the last 30 days
- How to Move Files from the File Inbox to a Deal Or Listing
Direct Deposit
Logins & Passwords
- Multi-Factor Authentication (MFA)
- ✅ How Create a User Login for an Agent For Deal Manager To Go
- 🗑️ Steps to Delete an Agent Login
- How to Change Login Email
- How to Change your Password
- Reset Agents Deal Manager To Go Password