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Configure Radius

Configure Radius

Customize Radius with marketing campaigns, import lead data, setup commissions, send emails and more.

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11 articles in this collection
Written by Clu Connors and Danielle Bond

Task & Reminder Categories

Color Code, Create & Edit Task and Reminder Categories
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Written by Danielle Bond
Updated over a week ago

Welcome to your Trial

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Written by Clu Connors
Updated over a week ago

Set Up Tutorials

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Written by Clu Connors
Updated over a week ago

Gmail Integration Setup

Integrate Gmail Account with Radiusbob
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Written by Clu Connors
Updated over a week ago

Lead Temperatures

use or change the defaults or choose to manually update lead temperatures
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Written by Danielle Bond
Updated over a week ago
Account Setup

Set Account Logo, Name & Time Zone

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Written by Clu Connors
Updated over a week ago

Email, Columns, Calendar & Other Settings

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Written by Clu Connors
Updated over a week ago

Manage Carriers, Products, Commissions & Renewals

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Written by Clu Connors
Updated over a week ago

Custom Website Links & File Attachments

Add website links & file attachments to your CRM
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Written by Danielle Bond
Updated over a week ago
Status Options and Status Groups

Create Status Options & Status Groups

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Written by Clu Connors
Updated over a week ago
Marketing to Leads and Managing Clients

Create Lead Routing Rules

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Written by Clu Connors
Updated over a week ago
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