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Find answers to frequently asked questions

Ashley Walsh avatar
1 author63 articles

FAQ

Organizing Deal Page Layouts
Setting up deal stages and checklists for transaction templates
How do I invite team members to my account?
How do I add or remove tags on a contact?
Adding custom fields to Shaker.
How do I create roles for my team?
What is Shaker Reporting?
How do I add important dates to a deal?
If I delete a contact, will it delete the deal it is associated with?
Inviting Clients to the Shaker Portal
How do I select multiple contacts at once?
How do I move deals to different stages?
How does Deal Archiving Work?
How do I create a workflow in Shaker?
How do I create a downloadable deal report?
How do I assign Vendors and Team Members to Roles?
How do I remove a contact from a workflow?
How do I provision an SMS number in Shaker?
How do I add a photo of a property to a deal?
How do I add a note to a deal?
Managing Documents in Shaker
How can I quickly check my client's social media?
How do I send a text/SMS from Shaker?
How do I prevent automated emails from sending after a deal stage changes?
Setting up user permissions in Shaker
How do I assign or add a vendor to a deal?
How do I set up a deal timeline?
How do I update my billing information?
Creating and Resetting Shaker Passwords
Using Advanced Email Merge Fields and Recipes
How do I remove a paid seat?
How to Export a CSV of your Contacts
How do I Submit an idea to Shaker?
How do I CC other roles on an Automated Email?
How do I set what time my automated Emails and SMS send?
How do I change a deal stage from within a Deal?
How do I use field substitutions in 1-off emails?
Canceling your Shaker Account
Adding Users to my Shaker Account (Upgrade)
How do I change a deal to a different type?
Who counts as a team member? Can team members be on different plans?
Shaker Mobile Apps
How do I access the Shaker training course?
How do I create a Document Checklist?
Why am I getting an error when attempting to send an email?
How do I set individual and team goals?
What does advanced reporting offer?
How does the advanced team dashboard work?
Can I add tasks to a deal that aren't on my task lists?
How do I make a field into a hyperlink on my message templates?
Why aren't my templates rendering when trying to send an email?
Copying a Deal in Shaker