Shaker

How do I make a field into a hyperlink on my message templates?

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Can I add tasks to a deal that aren't on my task lists?

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Of course! You can add tasks to a deal or a contact at any time. We understand that not every deal is the same and some will require additional reminders.In this video, we show you where and how to add 1-off tasks.

Copying a Deal in Shaker

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From time to time, users may need to duplicate a deal in Shaker. The two most common reasons for this are: When Deals Fall Through When you're representing both buyer and seller (Dual Agency)

How do I change a deal to a different type?

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Shaker supports two default deal types - Buying & Selling as well as custom deal types that you can create. On occasion, you may create a deal under the wrong deal type or need to duplicate a deal if you are handling both transaction sides.Here are the steps for changing a deal type: Open the deal Click on the "Actions" Icon Select "Change Deal Type Chose the deal type and stage you want for the transfer Save

Canceling your Shaker Account

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How to Cancel Cancellation Policies What happens to my account when I cancel?

Adding Users to my Shaker Account (Upgrade)

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Customers can upgrade plans or add users at any time.For monthly customers who upgrade plans or add users mid-billing cycle, doing so will charge a prorated amount for the current month on your next bill.- For example, if your monthly bill for one user is $60 and you upgrade to 2 users in the middle of your billing cycle, your next bill will be $150 and then will reduce back down to $120 on the following month's billing cycle.The Admin for your account (the person that created the account) can go to the "Account" tab within their "Account Settings" and click the "Billing" option at the top of the page. From there, you can add seats, update your billing preferences, or download your billing invoice(s).- If you plan on adding multiple seats, please reach out to [email protected] to see if there are any available discounts that you may qualify for.

How do I use field substitutions in 1-off emails?

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Field substitutions, also known as merge fields or variable data, can be used in message templates to personalize your emails with data from a specific deal or contact record.These fields can be saved on a message template or quickly referenced when drafting 1-off emails from a contact or deal page. When drafting an email, simply begin to type in the brackets ##{{ and field substitution options will begin to appear. Shaker uses braces or curly brackets ##{{ to identify these fields. Click on your field of choice from the options presented and your data will be added. It will show up in purple, however, the end recipient will not see the highlighted purple text.

How do I change a deal stage from within a Deal?

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How do I set what time my automated Emails and SMS send?

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How do I CC other roles on an Automated Email?

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