Configure Radius

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

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

Electronic Scope of Appointment

Generate, Sign & Send Scope of Appointment

Written by Danielle Bond
Updated over a week ago

Task & Reminder Categories

Color Code, Create & Edit Task and Reminder Categories

Written by Danielle Bond
Updated over a week ago

Welcome to your Trial

Written by Clu Connors
Updated over a week ago

Set Up Tutorials

Written by Clu Connors
Updated over a week ago

Gmail Integration Setup

Integrate Gmail Account with Radiusbob

Written by Clu Connors
Updated over a week ago

Lead Temperatures

use or change the defaults or choose to manually update lead temperatures

Written by Danielle Bond
Updated over a week ago

Account Setup

Set Account Logo, Name & Time Zone

Written by Clu Connors
Updated over a week ago

Email, Columns, Calendar & Other Settings

Written by Clu Connors
Updated over a week ago

Manage Carriers, Products, Commissions & Renewals

Written by Clu Connors
Updated over a week ago

Custom Website Links & File Attachments

Add website links & file attachments to your CRM

Written by Danielle Bond
Updated over a week ago

Status Options and Status Groups

Create Status Options & Status Groups

Written by Clu Connors
Updated over a week ago

Marketing to Leads and Managing Clients

Create Lead Routing Rules

Written by Clu Connors
Updated over a week ago