FAQ

How do I edit my "locked" E-mail signature, or e-mail Header?
Every e-mail template has a "Header" and a "Footer" section. The "Header" is the section that contains your logo at the top of...
Thu, 17 Jan, 2019 at 3:29 PM
Where do I find [xyz prospect] in my dashboard?
All Prospects Tab You can see the full list of prospects who have ever been through the system on the "All Prospects" tab from your dashboard...
Wed, 30 Jan, 2019 at 12:19 PM
How do I link my Microsoft Exchange account when I have Two-Factor Authentication?
Two-Factor Authentication If you have trouble linking your Microsoft Exchange/Outlook account to Harbor with your normal password, it may be because of...
Sun, 3 Feb, 2019 at 4:17 PM
What do I do when a prospect completes a quiz?
Answer: Follow up and try to get them to schedule a meeting! When a prospect fills in the Financial Health Quiz, you'll get an e-mail with Subject:...
Thu, 17 Jan, 2019 at 3:57 PM
How do I edit my message campaigns?
Step 1. Access Campaign Summary Page On the dashboard, click "Edit Campaigns" to review all campaigns you have access to (direct link)  ...
Wed, 30 Jan, 2019 at 1:45 PM
Why is Harbor asking me to Resume Automated Campaigns?
You may have received a message from Harbor that looks like this:  Subject: **YOUR APPROVAL REQUIRED** - Resume Automated Campaigns Auto-Paused ...
Tue, 12 Feb, 2019 at 11:40 AM
How do I unsubscribe or remove prospects from campaigns?
To remove a contact from any future campaigns, you have two options: Mark Inactive: This removes them from any campaigns, but lets you potentially re-...
Tue, 12 Feb, 2019 at 1:38 PM
How do I add attachments to a template?
Answer: Upload it, and Send the link Because templates get sent out lots of times, it's better to host a file online, and link to it, rather than a...
Wed, 13 Feb, 2019 at 12:52 PM