<aside> ✅ Here are answers to some of the most frequently asked questions by new experts.

If you have a question that isn’t answered here, let us know!

</aside>

Leads

• What does “HQ Assisted” on a lead mean?
• How do I return a lead I’ve claimed to the queue?

Client communications

• How do I call a client?
• How can I send a meeting invite to a client with a Zoom link?

Additional Agreements

• My client wants me to sign an NDA / additional contract

Quotes

• What’s the difference between “project,””bill,” and “repeat” quotes?

Payments / Tax

• I have a client asking to pay by invoice - what do I do?
• A client is asking to download invoices
• How do I set up payouts?
• Do you need any tax details from me?
• My client’s asking for a W-9. What do I do?

Profile

• How can I edit my email signature?
• How can I update my profile?