Dashboard

  • The dashboard opens when you open Levitate. As a productivity tool, it will show recent activity within the app including action items, keep-in-touch reminders, new contacts, notes, recent meetings, and email tracking. You are able to customize the dashboard to show what you want. 
  • If you want to see keep-in-touch and action items, but not notes and new contacts, you can choose this feature in the drop-down menu to customize your dashboard.
  • If you have a meeting in your email’s calendar, after it is over, there will be the option to record a note about the meeting. This way, the next time you are in a user profile, you will be reminded of what you spoke about.

Email Sends

  • Within the dashboard, there is the option to send either a group email or individual email. You are able to easily access these features through the dashboard. For a step by step on how to send a group email from the dashboard: click here.

Plus Button

  • The blue plus button located in the bottom right corner of every page allows you to easily add a note, record a note, phone call, action item, or send an email.

People

All contacts

  • When you view all of your contacts, you have the ability to select multiple people and choose an action keep in touch, send email, tag, merge, export, etc..
  • If you wish to send a group email, you are able to search by tag and select the contacts to send it to. For information on how to send a group email from the people section, scroll down to the bottom section of this article.
  • If you see contacts that you don’t know, you can use a filter to select to show only contacts that you own.

Duplicates of contacts

  • If you find that there are multiple profiles for a single contact, you have the ability to select multiple contact and merge them into a single profile using the merge button.

Within a contact

  • You have the ability to view information about a single contact. This includes relationship analytics, key facts, tags, personal information, and notes about the contact. For an in depth guide to the contact profile: click here.
  • To learn more about Levitate’s relationship analytics, click here.

Companies

  • Most companies are automatically created during the import process based off of a contact’s email domain.
  • You are able to view notes about a company as a whole or see which contacts work at a certain company.

Notes

  • The notes section is here for you to view any notes that you have recorded about a specific person or company. 
  • Recording a note will count as a last interaction with the given contact.
  • You are able to save attachments to notes.
  • You can also record any emails sent with Levitate as notes.
  • You can CC a coworker on a note.
  • There is the option to view only your notes or all notes made within your company’s Levitate account.

Reminders

  • The reminders section contains keep-in-touches that are due and action items that need to be completed.
  • Any action items with a due date will automatically show up within your calendar for the day.
  • You can assign an action item to a coworker, and you will be automatically notified when it is complete.

Tags & Reports

Manage Tags

  • Here you can edit, merge, and delete tags. You are also able to set notification for tags.
  • To learn more about tag notifications, click here.

Contacts Report

  • Gives you an overview of contacts that your company has had the most communication with.
  • You can filter this report to the last 30 days, 90 days, or 180 days.
  • This is the same for the Companies Report.

Group Email Report

  • This feature allows you to view analytics on group email sends. These include the number of emails you have sent, the number of contacts you sent them to, the number of views and the number of replies you have received.

Glossary

  • Action Item: An action item is a reminder that you are able to set about a specific contact. You are able to assign an action item a due date and assign them to an employee or yourself. Action items are productivity based, and you have the ability to check off action items when they are complete.
  • Following a meeting, you may want to create an action item on a contact’s account using the plus button: “Life Insurance Quote” by next week.
  • Keep in touch: You can set a schedule to keep in touch with an individual. 
  • You can mark “John Smith” for keep-in-touch every 30 days. If you contact him within that period, Levitate will know and push that reminder out for another 30 days.
  • Key Fact: A key fact is a unique piece of information about a client that you can reference to appear personable and genuine.
  • When a client mentions in a call that they have twins, you can go to their profile and add this key fact, “Has twin girls.” That way, the next time you reach out, you can see this key fact, reference it, and appear more personable.
  • Tag: A tag groups a set of contacts together. Tagging contacts makes it easier to keep-in-touch with a group and send group emails.
  • If you have business throughout the country, you can create a tag based off of the state. Other examples include line of business, renewal date, or active client.
  • A tag for “boat insurance” based off of line of business would allow for you to reach out to boat owners at the start of winter to remind them to winterize their boat.
  • Any client that has bought a home in the past could be tagged as “past buyer”, then you can set a notification to keep in touch with this tag group every 6 months. 
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