Getting Started with Shaker
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Welcome!
Your Dashboard
User Settings
Profile Settings
Email Settings
Phone & SMS
Calendar
Collaborators
Roles
Custom Fields
Email Templates
SMS Templates
Creating your Transaction Automations
Adding Tasks
Automating Emails
Automating SMS
Field Requests
Timeline
Document Checklists
Intro to Contacts
Importing Contacts
Adding a Contact
Exploring a Contact
Adding Tags
Filtering Contacts
Exporting Contacts
Intro to Deals
Creating a Deal
Adding Deal Details
Assigning Roles
Deal Tasks
Deal Notes
Deal Timeline
Deal Documents
Deal Document Checklists
Sending Emails from a Deal
Moving Deal Stages
Archiving Deals