Iceberg Digital

Brad Roby

Contacts

When on the contact detail, if they have a search profile, you can send any of the properties they match to directly to the contact. In or...

Search Profile - Sending a property to a contact.

Whenever a search profile is created (either by you manually in branch or by the applicant online) when selecting the property type, Lifes...

Applicants - Property Type Matching

Each AML request you send out, costs 1 AML Credit. AML credits can be purchased at £3.50 per credit.The minimum amount of AML credits than...

AML Credits

We have the ability to perform AML checks on contacts in Lifesycle, AML checks also include an ID check. This is all done through our Clie...

Client Verification Suite.

Sometimes we may be selling or letting a property on behalf of a vendor or landlord who lives outside of the UK, or we may have a buyer or...

Contact Detail - Adding in a foreign address.

Adding contacts in to static audiences is very simple. First of all you just need to go to the contacts page, and find your contacts you w...

Contact Search - Manually adding a contact to a static audience.

We can edit the details of a viewing appointment or in fact any appointment from the calendar.
 
To do this, simply go on to the calendar ...

Applicants - How to Edit a Viewing Appointment From the Calendar.

When adding in a contacts details in Lifesycle, no matter whether its in a Market Appraisal, adding a contact manually, or even when the c...

Contact Detail - How To Use The 'Can't Find A Property?' Button.

As lot's of the emails sent through Lifesycle contain links and images. Some email providers see this as a threat and send these e-mails t...

Whitelisting Your Domain

Once a buyer has found their dream property with you, it is important to update their contact profiles. Updating their type to Vendor, upd...

Applicants - What to do when a buyer has purchased their property

You do not normally want to delete a contact unless they have requested it or it is dummy or bad data (someone gave you a fake name, email...

Contact Search - How to delete a contact

You might get notifications that say one of your contacts is looking at another contact's market appraisal. First, don't worry! They haven...

Contact Search - Contact looking at other contacts market appraisals

If you need to add a contact in to Lifesycle, first go to to contacts page. Then click 'Add New Contact' Then select whether this contact ...

Contact Search - How to Add a Contact

To navigate to your contacts click on the Contacts tab in your left menu button.  Here it is highlighted in magenta:

Sending an Email to ...

Contact Search - How to Search for and Send a Group Email to Contacts from Contact Search

 
Audiences allow you to group contacts together based on criteria and quickly complete an action with that group.  For example, you are a...

Contact Search - How to Create A Static Audience From Contact Search

To navigate to your contacts click on the Contacts tab in your left menu button.  Here it is highlighted in magenta:

Sending an SMS to on...

Contact Search - How to Search for and Send a Group SMS Your Contacts

Lifesycle will email the applicant asking for feedback but you are also able to add feedback manually. You can do this from the property p...

Applicants - How to add viewing feedback from the contact detail

Sometimes, you may have couples buying a house together. Although all contacts should be separate in Lifesycle (No Mr and Mrs Smith as one...

Contact Detail - Adding a second buyer to a search profile.

You can create an offer on the applicant (contact profile) or from the property profile. This article covers the contact profile.
 
Click ...

Applicants - How to create an offer from the contact or applicant profile

You can edit a viewing from the applicant search profile, calendar or the property profile.
This article will go over how to edit in the A...

Applicants - How to edit a viewing from the applicant search profile

When a client chooses to unsubscribe from certain email subscriptions, you will see the contact revoked a subscription on their timeline. 

Contact Detail - Revoked - what does it mean?

There are three ways to book a viewing - from the calendar, the buyer/tenant profiles or from the property page. 
Calendar
Click Calendar
...

Applicants - How to book a viewing

Contact Scores and Touch Points are designed to show you how active or hot the contact is. 
 
Touchpoints are more of a long term measure ...

Contact Detail - Contact Score vs. Touch Points

When a buyer or tenant is registered in Lifesycle, you create a search profile of the criteria they are looking for in a property. Add buy...

Applicants - Understanding the Applicant buyer or tenant Search Profile

Click on Contacts which is highlighted in magenta below:

Search for and find the contact you want to add a file to by using the search ba...

Contact Detail - How to upload Files to a contact

If you have a buyer interested in multiple properties or even multiple property types, you can add additional searches that will automatic...

Applicants - How to add more or other search profiles for an applicant

Questions and Answers are the questions you have asked the client - examples are during the Market Appraisal Appointment call (Discovery Q...

Contact Detail - What is the Questions and Answers section on contact detail?

Active means we will match properties automatically to this particular search criteria for this contact. You can turn it off by clicking t...

Applicants - What does active mean in buyer tenant search profile

The Timeline gives you a chronological list of the contact's activity.  This includes all emails and SMS that have been sent, blogs that h...

Contact Detail - The Timeline

Click on Contacts 

Search for the contact and click on their name 

Beneath CRM Notes, choose Search Profile

On the left are all of the ...

Applicants - How to edit applicant property search profile - buyer or tenant

The Related Properties tab shows the properties you have done valuations on for this contact. 

The address is listed followed by the stat...

Contact Detail - What is the Related Properties Tab on the Contact Detail page?

Sticky Note is the note that will always be right at the top - something important to remember about the contact or to know right away whe...

Contact Detail - What is the Sticky Note?

Your buyer creates a profile through our registration form or in the office/over the phone with you, and we match properties to their sear...

Applicants - How does property matching work

After a change is made to your properties which specifically affects and updates an applicant's search profile. They receive an email sayi...

Applicants - When do Property Matching E-mails go Out to Applicants?

 
Important Notes:
1. If you have an Unsubscribed contacts list that was created before 25/05/2024, it will need to be recreated as all co...

Contact Detail - How to View and Edit Contact Subscriptions - unsubscribe a contact

In Buyer or Tenant registration you can add a location and mileage from that location. 
A great trick to know is that you can add multiple...

Applicants - How does radius work

Tags are helpful with the advanced search and grouping certain clients together.  It is important that as a business you create a tag stra...

Contact Detail - How to add or remove tags on contacts

Click on Contacts 

Search for your contact and click on their name

 
Edit any information you need to under About &gt;  Contact Info and...

Contact Detail - How to edit a contact's name, correspondence address, telephone number or email address

When adding in or changing an email address in Lifesycle, you may experience this error when you try to save. If this error appears, this ...

Contact Detail - 'Email address is already in use' when adding or changing contact details.

The Contact Detail page breaks down the most important information about each person in your database. 
Starting from the top here are all...

Understanding the Contact Detail Page

Login to Lifesycle

No tickets or conversations found

Try selecting a different creation date range.

Tickets and conversations you've started through the messenger will appear here.

No tickets or conversations created by you

Try using different keywords or checking for typos.

Try selecting a different update date range.

Find answers and get help from Intercom Support and Community Experts

Conversations you've started through the messenger will appear here.

No conversations created by you

No conversations found

AI title

Title

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

Advertising cookies are set by our advertising partners to collect information about your use of the site, our communications, and other online services over time and with different browsers and devices. They use this information to show you ads online that they think will interest you and measure the ads' performance. Social media cookies are set by social media platforms to enable you to share content on those platforms, and are capable of tracking information about your activity across other online services for use as described in their privacy policies.

These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.

These cookies are necessary for the website to function and cannot be switched off in our systems.

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Empty Help Center

Uh oh. That page doesn’t exist.

Home

Search results

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.

No tickets created by you

No tickets found

Conversations and tickets in {topic}

Conversations and tickets in {topic} // {subtopic}

Volume, creators and topics for your company.

Insights

Top creators

AI topics

Track the progress of all tickets and conversations related to your company.

Customer Portal.

Track the progress of all tickets related to your company.

Tickets portal.

{assigneeName} needs more information from you

Tickets

No access to tickets portal

Search

Skip the search. Describe what you’re trying to do and get a grounded answer.

Browse articles and guides in this topic.

Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

Prototype answer unavailable

I’ve got this page open. Ask me anything about it and I’ll answer from the docs.