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Popular articles

The most helpful guides and tutorials used by our community

How to import contacts from Excel

Getting Started
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Setting up automated follow-ups

Automation
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Understanding commission calculations

Deals & Pipeline
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Managing team permissions

Team Management
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Integrations
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Browse by category

Find detailed guides and tutorials organized by topic

Getting Started

Set up your account and learn the basics

Creating your first account
Setting up your profile
Inviting team members
Understanding the dashboard
Importing your first contacts
Managing Clients

Add, organize, and track your clients

Adding new clients
Client profiles and history
Client communication tracking
Client segmentation
Managing client relationships
Deals & Pipeline

Track deals through your sales process

Creating and managing deals
Customizing your pipeline stages
Deal forecasting
Commission tracking
Pipeline automation
Reports & Analytics

Understand your business performance

Dashboard metrics explained
Generating reports
Performance analytics
Commission reports
Team performance tracking

Video tutorials

Learn Dealvize with our comprehensive video guides

Getting Started Series

Complete walkthrough of setting up your Dealvize account and getting your first deals in the system.

6 videos45 min total

Advanced Features

Learn about automation, integrations, team management, and advanced reporting features.

8 videos1.2 hours total

Best Practices

Tips and strategies from successful real estate professionals using Dealvize.

4 videos30 min total

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