Setup

How To Select Your Plan
This Article will assist you on choosing the right Hercules CRM subscriptions for you and your business needs. Step 1: Go to www.investorautomation.c...
Fri, Mar 5, 2021 at 11:52 AM
How To Upgrade / Downgrade Your Subscription
This video will guide you on how to upgrade or downgrade your existing subscription
Fri, Mar 5, 2021 at 4:04 PM
Set Up Team Members, Title and Cash Buyers App In Hercules CRM
This video will teach you how to use the Team Members, Title and Cash Buyers Apps.
Fri, Mar 5, 2021 at 1:43 PM
Set up Settings App in Hercules CRM
This video will introduce you to the Settings App and how to adjust the options.
Fri, Mar 5, 2021 at 1:31 PM
How To Set Up Campaigns in the Campaigns App
This video will teach you how to set up a campaign, specifically a direct to mail (D2M) campaign.
Fri, Mar 5, 2021 at 1:41 PM
How To Set Up a Follow Up Campaign
This video will teach you how to set up Follow Up Templates and Create a Follow Up Campaign
Fri, Mar 5, 2021 at 1:48 PM
Seller Leads App Overview
This video will teach you to set up leads in the Seller Leads App.
Fri, Mar 5, 2021 at 1:53 PM
Transactions App Overview
This video will teach you how to do customer transactions within the Transactions Tab.
Fri, Mar 5, 2021 at 1:58 PM
How To Set Up Round Robin Leads For Your Acquisition Managers
This video will walk you through how to set up a round robin disbursement for new leads.  
Fri, Mar 5, 2021 at 2:10 PM
How To Link CallRail To Hercules CRM
This video will show you how to link CallRail to your Hercules CRM Workspace
Fri, Mar 5, 2021 at 2:12 PM