Getting Started

Before You Get Started

• 4 Tips for Successful Implementation
• System Requirements
• Organizing Your Lead Sources
• Defining Your Follow Up Process
• Creating a Desktop Shortcut

Video Tutorials

• Admin Videos
• User Videos

1. Setting Up Your Account

• Adding Users
• User Preferences & Notification Settings
• Setting Up Folders
• Checklist
• Questions and Call Scripts

2. Customizing Blitz

• Actions, Milestones, and Statuses
• Quick Actions
• Email Templates
• Creating Sources
• Creating Tags
• Opportunity Categories & Lost Reasons

See all 7 articles

3. Setting Up Integrations

• HeyMarket (Texting)
• Blitz & Nowcerts Integration Use
• Blitz & NowCerts Integration Set up
• Setting up Web Lead Providers
• VOIP (Lead Pop, Click to Call, Hot Lead Calls)
• Auto-Dialer Call Logic (Set Up/Campaign Creation)

See all 21 articles

4. Adding Contacts to Blitz

• Blitz Referral Portal
• Importing a Spreadsheet
• Creating a Blitz Web Form
• Adding Contacts Individually
• Migrating Data from Another System

5. Setting up Workflow

• How Does Workflow Work?
• Recommended Workflows To Get Started
• Creating a Custom Workflow
• Email Policies and Best Practices
• Turning on Workflows
• Making Changes to Workflows

See all 8 articles