Welcome to Predictive Sales AI Help Center
Com Portal How-Tos
Find step-by-step instructions on using the Com Portal.
- How to Generate a Sunlight Financial Soft Quote
- How to Send a Sunlight Financial Pre-Qual Link via the Com Portal
- How to Close a Lead in the Com Portal
- How to Add Multiple Contacts to the Same Household
- How to Add a Nickname to a Contact
- How to Save an Image, PDF, or Other Attachment to a Lead's File (for Internal View Only)
- How to View Archived Conversations
- How to Archive a Conversation
- How to Listen to a Phone Call Recording or Voicemail
- How to Flow Your PSAI Leads into the LISA Admin
- How to Send an Email Through the Com Portal
- How to Send an Image, PDF, or Other Attachment to a Lead
- How to Reopen or Reassign a Closed Lead
- How to Request a Review Through the Com Portal
- How to Assign a Lead in the Com Portal
- How to Edit a Lead's Contact Information
- How to Send an SMS Message to an Existing Lead
- How to Create a Custom Lead Source
- How to Share a Contact with External Users
- How to Export Your Leads from the Com Portal
- How to Send a Weather Report to Any Lead
- How to Manually Add a New Contact to the Com Portal