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Forefront Knowledge Base

Welcome to Forefront!

Quick Start Guide
Setting Up Your Account

How To Guides

Lead Temperature
- How to set the Default Temperature
- Removing/ Changing a Leads Temperature

Exporting Leads
How to Import Leads into Forefront
How to Manually Add Leads
How to use Forefront ShortCodes
Set Notifications

Forefront Email Set up

Forefront Email Beginners Guide

Godaddy DNS records
How to add DNS Records
How to set up Email Forwarding
Learn how to not end up in Spam Folders!
Set up a Google Workspace/ Gsuite Email
Set up a Microsoft Office 365 Email
What or who is the best email client/host to use?

Integrations

Callrail
- Integrating With CallRail
Carrot
- Carrot Website Integration
LeadPropeller
- LeadPropeller
Fast Home Offer (FHO)
- Fast Home Offer (FHO) Integration
Expert Home Offers (EHO)
- Expert Home Offers (EHO) Integration
Batch Leads
- Batch Leads Integration
Docusign
- Integrating Docusign

Do not Call/ Contact

Pipeline

Tasks
- Creating Lead Tasks
- Up Next
Status Automations
- Status Automations

Badges and Counters
Buying & Selling Section
Create a New Pipeline Status
Delete a Lead/Contacts
Edit Appointments
How to Edit notes
Lead Color Indicators
One-Off Text & Emails
Pipeline Filtering
Pipeline Views
Required Date/Time for a Status

Follow Ups

Create a Follow Up Sequence
How to know if a Lead is in a follow-up sequence
How To start a Follow-up Sequence
Placing Old Leads in a Follow-up Sequence

Configurations

Custom Fields
- How to Add Custom Fields
Snippets
- Forefront Snippets

Feature Focus

Activity log
Buying & Selling Section
Call Scripts/ Webforms
End of Day Report
How to add Campaigns
How to Add Custom Fields
Mentions
Orphaned Leads
Stats
Webhooks

Admin

User Management
Billing

End of Day Report

More Settings

Campaigns
Webhooks
- Webhooks
Importing and Exporting Leads
- Exporting Leads
- How to Import Leads into Forefront
Appointment Reminders
- Appointment Reminders

Forefront Store

The Forefront Store

Definition of Terminologies

The Forefront Dictionary

FAQs

Can I import my leads from another system?
Does Forefront have an app for iPhone or Android
Does ForeFront have an app for iPhone or Android?
How do I contact support if I need help?
What Do The Dates In The Buying & Selling Section Do?
What does ForeFront integrate with?
Will calling directly from a lead using my cell use my CallRail minutes

Contacts

Delete a Lead/Contacts

Stats and Funnel

Stats and Funnel Calculation
What Do The Dates In The Buying & Selling Section Do?

Forefront Phones

VOIP
- Forefront VOIP

Adding a Forefront Phone Number
Answering Sequences
Forefront Phone Numbers That Don't Create Leads
Forefront Phones Troubleshooting
Forefront Webhooks and Integration

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