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Getting Started

Getting started with envoy is simple and can be accomplished in a matter of minutes. This guide will walk you through how to set your account up for success. Additionally, you’ll find links to more specific areas of the CRM. We recommend that you read each section below and follow along.

Log in

To login in to Envoy, go to

Your Username and Password are the same as your control panel login. These were provided to you when you first signed up; however if you forgot either your username or password there are links to retrieve these on the login screen.

Lead Dashboard

When you log in as an agent, you will be taken to the Leads Dashboard page. This page displays all of your leads and includes standard and custom filters. To find out more about lead dashboard, click here.

Manage Profile

Clicking on the drop down displaying your user name on the top right will display a list of user options. Selecting “Manage Profile” will allow you to edit your account email, password and more importantly set up your lead alerts. When you first begin using Envoy it will be important to set up your preferred leads alerts; which are the alerts that you will receive when new leads come in.

We recommend that you check “Text me anytime I receive a new lead” and/or “Email me anytime I receive a new lead”. This will ensure you can respond immediately to leads you receive. As you may already know, every minute between lead submission and first contact lowers your chance of turning that lead into a client.

Once you’ve decided on your lead alert types, you’ll need to setup a mobile number and an email to receive these alerts. Be sure to confirm you mobile number by sending a confirmation message and entering the code you receive.


Set up your workflow

The next thing you should do is set up your workflow. Simply click on “Workflow” in top left corner of Envoy. This will take you to a wizard with a brief description and explainer video – we recommend taking a few minutes to watch this video to fully understand workflow. Clicking next will take you a screen to set up your workflow status. We’ve pre-populated some common workflow status for you start with, but you can change these to a workflow that fits your business. If you want to change these in the future, they are easily editable on the workflow page.

First Contact

When you first set up your workflow you’ll be required to set a First Contact status. This indicates the first time you reached out to the lead and it is primarily used to track how long it takes from a lead submission to first contact. If you’re a broker or team manager you’ll be able to see response times and compare them to close rates to see how your quickly your agents are responding to leads.



When you first set up your workflow you’ll be required to a set a Closed status. This indicates what you consider a closed deals. For some teams this means a lead has become a client, but more commonly this is when a lead has turned into a closed commissionable sale. If you’re a broker or team manager you’ll be able to see all of your closed deals and get reports on conversion rates for your leads.


Start working your leads!

Once you have leads coming in from one of your sources (Lead Sources) they will appear in the lead dashboard. You can easily add them to a workflow by clicking “add to workflow” button or you can also add a lead to workflow from the lead details page. As you begin to work with these leads, you’ll be able to handle follow ups and see where each lead is visually by clicking the Workflow button. You can move leads from status to status and click directly on the lead to see more about their behavior.