How-to guides
59 short guides, grouped by the page of the app they're about.
- Pull a distressed list Filter owners by a life event in your market, then save them as a list.
- Import your contacts Bring a spreadsheet or your old CRM. Goliath matches the columns for you.
- Build an automation Describe a follow-up in plain words, and Goliath drafts the workflow.
Inbox
3 guidesTasks
2 guidesCalendar
1 guideProperties
8 guidesContacts
11 guidesPipelines
5 guidesAutomations
2 guidesLibrary
12 guides- Create a lookup table
- Create a note template
- Create a task template
- How Do I Create a Form?
- How Do I Create a Text Template?
- How Do I Create an Email Template?
- How do I download an export?
- How do I map columns during an import?
- How Do I Share or Embed a Form?
- How do I skip trace a file?
- How do I skip trace selected properties?
- How do I upload a CSV?
Settings
7 guidesCalls, texts and email
3 guidesIntegrations
5 guides Ask Goliath Reading: How-to guides