Zenlist

I know that there is a lot to cover, but we are here to help!

You and your clients have access to our amazing Customer Support team to answer your questions and teach you some of our best practices every step of the way. When agents engage with our team, we've found they have quicker adoption of the platform and have clients who sign into and view listings on Zenlist more often.

We recommend you finish setting up your account by working through the below checklist to achieve these results. This list has been carefully curated by our team and breaks each onboarding activity into individual action items linked to help articles that will help you work through each task. 

Have fun setting up your account, and please reach out to us through the "support" button in your account or by emailing <a href="mailto:support@zenlist.com" rel="nofollow noopener noreferrer" target="_blank">support@zenlist.com</a> if you have questions. 

Download the Zenlist <a href="https://zenli.st/tryinstall" rel="nofollow noopener noreferrer" target="_blank">mobile app</a> 

Finalize your account details and preferences

1. Update your <a href="http://help.zenlist.com/en/articles/4309008-agents-update-profile-information">personal information</a>
2. Connect with your CRM
   1. <a href="http://help.zenlist.com/en/articles/9911058-agents-integrate-your-zenlist-account-with-follow-up-boss">Follow Up Boss</a>
   2. <a href="http://help.zenlist.com/en/articles/6789698-agents-integrate-your-zenlist-account-with-wise-agent-crm">Wise Agent</a>
   3. <a href="http://help.zenlist.com/en/articles/5773665-agents-integrate-zenlist-with-cloze">Cloze</a>
   4. <a href="http://help.zenlist.com/en/articles/5797972-agents-connect-with-other-platforms-through-zapier">Zapier</a>
3. Adjust <a href="http://help.zenlist.com/en/articles/3829401-agents-edit-or-turn-off-notifications">notification preferences</a>
4. Set a <a href="http://help.zenlist.com/en/articles/7211648-agents-set-your-default-map-location">default search location</a> 

Update your branding and share your <a href="http://help.zenlist.com/en/articles/3939105-agents-your-zenlink">Public Profile </a>

1. Bonus! Check out Zenlist's <a href="http://help.zenlist.com/en/articles/5137461-agents-logos-and-templates-for-social-media">Marketing Materials </a>

<a href="http://help.zenlist.com/en/articles/3828434-agents-create-and-save-a-search">Create and save a search</a>

1. <a href="http://help.zenlist.com/en/articles/3867875-agents-search-by-specific-areas">Specific areas</a>
2. <a href="http://help.zenlist.com/en/articles/3828450-draw-save-edit-or-delete-custom-boundary">Create and save a custom boundary</a> 
3. <a href="http://help.zenlist.com/en/articles/4345919-search-for-a-specific-address-or-point-of-interest">Point of interest and address range</a>
4. <a href="http://help.zenlist.com/en/articles/4637001-intersect-and-exclude-locations-to-create-a-custom-boundary">Intersecting shapes </a>

Explore your <a href="http://help.zenlist.com/en/articles/4470623-agents-my-personal-feed">Personal Agent Feed</a>

Save a <a href="http://help.zenlist.com/en/articles/8008204-search-hotsheet-filter">Hotsheet</a>

Run a <a href="http://help.zenlist.com/en/articles/8017785-quick-cma-similar-listings-search-statistics-and-hotsheet-filter">rapid CMA</a>

<a href="http://help.zenlist.com/en/articles/3828437-agents-invite-a-client">Invite a client</a> 

1. <a href="http://help.zenlist.com/en/articles/5456530-agents-chat-share-listings-with-your-clients">Chat with Clients</a>
2. <a href="http://help.zenlist.com/en/articles/5456530-agents-chat-share-listings-with-your-clients">Share listings</a> 
3. <a href="http://help.zenlist.com/en/articles/3956767-agents-add-a-note-to-a-listing">Add notes to listings</a> 
4. Review the<a href="http://help.zenlist.com/en/articles/4346559-agents-the-client-experience"> Client Experience</a> 
5. Monitor<a href="http://help.zenlist.com/en/articles/4460663-agents-view-client-activity-log"> Client activity</a> 

Create <a href="http://help.zenlist.com/en/articles/5456554-agents-tours-tour-requests">Tours</a> and schedule showings 

1. <a href="http://help.zenlist.com/en/articles/7183414-agents-broker-tours-for-sfar">Bay Area Broker Tours</a>

Learn about <a href="http://help.zenlist.com/en/articles/4508849-agents-team-collaboration-sharing-clients-co-agents">Team Collaboration and Co-Agents</a> 

<a href="http://help.zenlist.com/en/articles/10553126-agents-invite-add-a-trusted-lender">Invite your Lender</a> 

Watch <a href="http://help.zenlist.com/en/articles/4534304-agents-view-training-webinars-videos">advanced training webinars</a> 

1. Download the Zenlist <a href="https://zenli.st/tryinstall" rel="nofollow noopener noreferrer" target="_blank">mobile app</a> 
2. Finalize your account details and preferences
   1. Update your <a href="http://help.zenlist.com/en/articles/4309008-agents-update-profile-information">personal information</a>
   2. Connect with your CRM
      1. <a href="http://help.zenlist.com/en/articles/9911058-agents-integrate-your-zenlist-account-with-follow-up-boss">Follow Up Boss</a>
      2. <a href="http://help.zenlist.com/en/articles/6789698-agents-integrate-your-zenlist-account-with-wise-agent-crm">Wise Agent</a>
      3. <a href="http://help.zenlist.com/en/articles/5773665-agents-integrate-zenlist-with-cloze">Cloze</a>
      4. <a href="http://help.zenlist.com/en/articles/5797972-agents-connect-with-other-platforms-through-zapier">Zapier</a>
   3. Adjust <a href="http://help.zenlist.com/en/articles/3829401-agents-edit-or-turn-off-notifications">notification preferences</a>
   4. Set a <a href="http://help.zenlist.com/en/articles/7211648-agents-set-your-default-map-location">default search location</a> 
3. Update your branding and share your <a href="http://help.zenlist.com/en/articles/3939105-agents-your-zenlink">Public Profile </a>
   1. Bonus! Check out Zenlist's <a href="http://help.zenlist.com/en/articles/5137461-agents-logos-and-templates-for-social-media">Marketing Materials </a>
4. <a href="http://help.zenlist.com/en/articles/3828434-agents-create-and-save-a-search">Create and save a search</a>
   1. <a href="http://help.zenlist.com/en/articles/3867875-agents-search-by-specific-areas">Specific areas</a>
   2. <a href="http://help.zenlist.com/en/articles/3828450-draw-save-edit-or-delete-custom-boundary">Create and save a custom boundary</a> 
   3. <a href="http://help.zenlist.com/en/articles/4345919-search-for-a-specific-address-or-point-of-interest">Point of interest and address range</a>
   4. <a href="http://help.zenlist.com/en/articles/4637001-intersect-and-exclude-locations-to-create-a-custom-boundary">Intersecting shapes </a>
5. Explore your <a href="http://help.zenlist.com/en/articles/4470623-agents-my-personal-feed">Personal Agent Feed</a>
6. Save a <a href="http://help.zenlist.com/en/articles/8008204-search-hotsheet-filter">Hotsheet</a>
7. Run a <a href="http://help.zenlist.com/en/articles/8017785-quick-cma-similar-listings-search-statistics-and-hotsheet-filter">rapid CMA</a>
8. <a href="http://help.zenlist.com/en/articles/3828437-agents-invite-a-client">Invite a client</a> 
9. Interact with the Client Feed
   1. <a href="http://help.zenlist.com/en/articles/5456530-agents-chat-share-listings-with-your-clients">Chat with Clients</a>
   2. <a href="http://help.zenlist.com/en/articles/5456530-agents-chat-share-listings-with-your-clients">Share listings</a> 
   3. <a href="http://help.zenlist.com/en/articles/3956767-agents-add-a-note-to-a-listing">Add notes to listings</a> 
   4. Review the<a href="http://help.zenlist.com/en/articles/4346559-agents-the-client-experience"> Client Experience</a> 
   5. Monitor<a href="http://help.zenlist.com/en/articles/4460663-agents-view-client-activity-log"> Client activity</a> 
10. Create <a href="http://help.zenlist.com/en/articles/5456554-agents-tours-tour-requests">Tours</a> and schedule showings 
    1. <a href="http://help.zenlist.com/en/articles/7183414-agents-broker-tours-for-sfar">Bay Area Broker Tours</a>
11. Learn about <a href="http://help.zenlist.com/en/articles/4508849-agents-team-collaboration-sharing-clients-co-agents">Team Collaboration and Co-Agents</a> 
12. <a href="http://help.zenlist.com/en/articles/10553126-agents-invite-add-a-trusted-lender">Invite your Lender</a> 
13. Watch <a href="http://help.zenlist.com/en/articles/4534304-agents-view-training-webinars-videos">advanced training webinars</a> 

Prime yourself and your clients for success by learning the ins and outs of Zenlist

Agents: Getting Started on Zenlist

Find answers and get help from Intercom Support and Community Experts

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Agents: Getting Started on Zenlist

Feeling a little overwhelmed?

Getting Started on Zenlist: