Getting Started and Setting Up Your Profile

1. Getting started
a. Log in
b. Forgot password
c. Create password
2. Profile
a. ID and help number
b. Account settings
i. Picture
ii. NRDS ID
iii. Change time zone
c. Profiles
i. Fill in information
ii. No need to add association
iii. Notification settings
iv. Email settings
v. Document preferences
vi. Font size 12
3. Icons
a. Reports
b. Loops
c. Tasks
d. People
e. Templates
4. Loops
a. Views
i. Grid
ii. list
b. Filters
i. Stages – not needed
ii. Status
1. No status
2. Active listing
3. Under Contract
4. Sold- if need to complete or see these files
5. Pre- listing
6. Pre-offer
7. New
c. Task loading
5. Help Center

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