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Settings

This section gives you access to setup users, custom fields, email notifications, and manage your emails and domains purchased through your Deal Automator account.

  • Text Notifications: How to Set up

    Text Notifications are notifications that you can set up to send to your mobile phone when actions take place within your account.   Whether it’s a new contact added, or a comment added to a file you ...

  • User- Full Access: How to Add/Edit/Delete

    Full Access Users are users in your account that have access to all files.  They are additional users on your account for the different team members in your business. Full Access Users have the abilit...

  • Custom Fields: How to Label/View/Edit

    Do you have a specific piece of information that does not fit into any of the available fields in your contact or property files?  If so, custom fields are the solution.  Custom Fields are fields that...

  • Email Notifications: How to Setup

    Email Notifications are notifications that you can set up to send yourself and other users an e-mail when actions take place within your account.   Whether it’s a new contact added, or a note entered ...

  • Backup Data- How To

    The Backup Data tool allows you to export your Contact details, Property details, and Tasks in excel spreadsheets to download to your computer.  Below is a step by step guide on how to Backup your Con...