Getting Started

Learn how Harbor intelligently manages conversations based on prospect activity.
Watch our Recorded Webinar (20 mins) Don't have time to watch a video? Read on... Intelligently Pausing Messages Regular mailing lists ...
Thu, 25 Apr, 2019 at 10:12 AM
How to Link Your E-mail Accounts
In order to use any of Harbor's functionality, you will need to link your e-mail account.  Step 1. Go to E-mail Link Settings You can find the ...
Sun, 18 Oct, 2020 at 5:07 PM
Automated Lead Follow-Up: Send Automatically vs. Require Approval
If you are using Automated Lead Follow-up, you can decide how you want the system to respond to new leads. (Also see this article: How do make my Automat...
Thu, 14 Mar, 2019 at 4:36 PM
Review and personalize my campaigns
Harbor comes pre-loaded with hundreds of pre-written messages. These messages are grouped by "Campaigns" for each use case.  This article s...
Fri, 15 Mar, 2019 at 11:08 AM
Integrate your CRM with Harbor
Harbor offers integration with Wealthbox and Redtail CRM. If you use another CRM and you would like it to be supported, please contact support to let us kno...
Tue, 28 May, 2019 at 11:01 AM