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FAQ

  • How do I access the Shaker training course?
  • How do I Submit an idea to Shaker?
  • Copying a Deal in Shaker
  • Integrating kvCORE and Shaker
  • Integrating Shaker and SkySlope
  • Why aren't my templates rendering when trying to send an email?
  • How do I make a field into a hyperlink on my message templates?
  • Will deleting an email in my personal inbox remove it from Shaker?
  • Can I add tasks to a deal that aren't on my task lists?
  • Can I connect my account to more than 1 MLS?
  • How does the advanced team dashboard work?
  • What does advanced reporting offer?
  • How do I set individual and team goals?
  • Why am I getting an error when attempting to send an email?
  • How do I create a Document Checklist?
  • Shaker Mobile Apps
  • Who counts as a team member? Can team members be on different plans?
  • How do I change a deal to a different type?
  • Adding Users to my Shaker Account (Upgrade)
  • Cancelling your Shaker Account
  • Integrating Shaker with Realtor.com
  • Integrating Shaker and DocuSign eSignature.
  • Integrating Shaker and DocuSign Rooms
  • How do I use field substitutions in 1-off emails?
  • How do I change a deal stage from within a Deal?
  • How do I set what time my automated Emails and SMS send?
  • How do I CC other roles on an Automated Email?
  • How to Export a CSV of your Contacts
  • How do I remove a paid seat?
  • Will my emails be sent if I don't link my email account?
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