Goliath Help Center
Welcome to the Goliath Help Center. Find feature overviews and step-by-step action guides below.
Feature Guides
Section titled “Feature Guides”Properties
Section titled “Properties” Viewing and Finding Properties How to browse, search, and create property lists in Goliath
How Property Filters Work Apply and manage filters to find the exact properties you need
Smart Property Filter Ideas Practical filter combinations to find high-value investment opportunities
Understanding Property Details Everything you can learn from a property's detail page
Using the Map View How to use the property map to visualize and filter geographically
Contacts
Section titled “Contacts” Managing Contacts How to view, edit, and organize your contacts in Goliath
How to Upload Contacts Step-by-step guide to importing contacts via CSV or Excel
How to Merge Duplicate Contacts Identify and merge duplicate contact records
Understanding the Contact Timeline How to use the activity timeline on contact records
Contact Enrichment How to use Goliath's contact enrichment to find phone numbers and emails
Custom Fields for Contacts How to create and manage custom data fields on contact records
Understanding Your Deal Pipeline How the Kanban board view tracks deals through pipeline stages
Viewing Deal Details How to open a deal and manage its details from the detail sheet
Kanban vs. List View Switch between the Kanban board and List view on the Deals page
How to Create a Pipeline Build a custom deal pipeline with stages that match your workflow
Custom Fields on Deals Add custom data fields to your deal pipelines
Workspace
Section titled “Workspace” Using the Inbox Manage all your messages, calls, and emails in one place
Managing Tasks Create, assign, and track tasks for your team
Calendar and Appointments Schedule and manage appointments with contacts
Notification Center View and manage your notifications
Communication
Section titled “Communication” Sending Emails How to connect your email account and send emails to contacts from Goliath
Sending Text Messages How to register a phone number and send SMS to contacts from Goliath
Making Calls How to register a phone number and make calls to contacts from Goliath
Data Hub
Section titled “Data Hub” Uploading Data What you can upload into Goliath and how the import wizard works
Exporting Data Export properties, contacts, and skip-trace results — and what each download format does
Skip Tracing How to skip trace property owners to find phone numbers and emails — by name, from a property, or in bulk
Custom Data Pipelines Request real-time scrapers and monitor specific data sources for property signals
Automations
Section titled “Automations” Workflow Automations What workflow automations can do for you and when to use them
Creating a Workflow Build a new-lead drip workflow that follows up at 1 day, 2 days, 7 days, and 1 month
Content Templates Create reusable email and text templates with dynamic contact variables
Forms and Bookings Create compliant lead-capture forms and calendar booking pages
David AI Meet the three AI agents — Main Receptionist, Missed Call Assistant, and Auto Replier
Integrations
Section titled “Integrations” Integrations Overview What each Goliath integration can do for you — Google, Microsoft, Slack, and Zapier
Settings
Section titled “Settings” Profile Settings Update your personal profile and organization information
Team & Phone Numbers Invite team members, provision phone numbers, assign numbers, set primary numbers, and manage voicemails
Billing and Plans Manage your subscription, payment method, and billing history
Notification Preferences Control which notifications you receive and how you receive them
Partnerships and Referrals Manage partner relationships and the referral program
How Do I…
Section titled “How Do I…”Properties
Section titled “Properties” How Do I Save a Filter? Save a property filter combination as Individual or Team for quick one-click reuse
How Do I Export Properties? Export selected properties as a CSV or Excel file via the Actions menu
How Do I Tag Properties? Apply tags to a property from the property detail page
How Do I Add Properties to a List? Organize selected properties into a saved list for targeted outreach
How Do I Customize Table Columns? Choose which columns to show in the property table and reorder them
How Do I Search by Map Area? Use the map view to filter properties to a specific geographic area
How Do I Sort Properties? Switch to List view and sort the property table by any column
How Do I View Property Signals? See distress signals, life events, and motivation indicators on a property (requires a Custom Data Pipeline)
Contacts
Section titled “Contacts” How Do I Create a Contact? Add a new contact manually to your Goliath account
How Do I Edit a Contact? Update a contact's name, phone number, email, or other details
How Do I Assign a Contact? Assign or share contacts with team members — in bulk from the list or individually from the detail page
How Do I Archive a Contact? Archive contacts — in bulk from the list or individually from the contact detail page
How Do I Add Contacts to a List? Organize contacts into lists for targeted outreach
How Do I Tag Contacts? Add custom tags to a contact from the contact detail page
How Do I Enrich Contacts? Skip trace contacts to find phone numbers and emails — individually from the detail page or in bulk from the list
How Do I Export Contacts? Export your contacts as a CSV or Excel file
How Do I Trigger a Workflow on Contacts? Run an automation workflow on selected contacts
How Do I Create a Deal? Add a new deal to your pipeline with a title, value, and linked contacts
How Do I Move a Deal to Another Stage? Progress a deal by dragging it between Kanban columns or via the stage selector
How Do I Edit Pipeline Stages? Add, rename, reorder, or remove stages on an existing pipeline
How Do I Add Participants to a Deal? Attach contacts (seller, buyer, agent) and team members (collaborators) to a deal
How Do I Filter Deals? Narrow the Kanban or List view to specific deals using filters
Workspace
Section titled “Workspace” How Do I Create a Task? Create tasks individually from a contact detail page or in bulk from the contacts list
How Do I Complete a Task? Mark a task as done — individually or in bulk
How Do I Reply to a Message? Reply to an email, text, or voicemail from the unified Inbox
How Do I Filter the Inbox by Type? Narrow the Inbox feed to a single communication channel or a quick-filter lens
How Do I Mark Messages as Read? Toggle the read/unread state of Inbox items individually or in bulk
Communication
Section titled “Communication” How Do I Send an Email to a Contact? Compose and send an email to a contact from their detail panel
How Do I Send a Bulk Text? Send an SMS to many contacts at once via a workflow trigger
How Do I Add a Note to a Contact? Add a note to a contact's activity timeline for your team to reference
Data Hub
Section titled “Data Hub” How Do I Upload a CSV? Import contacts, properties, or catalyst events from a CSV or Excel file via the upload wizard
How Do I Map Columns During Import? Match your CSV column headers to the correct Goliath fields in the upload wizard
How Do I Skip Trace One Property? Skip-trace a single property from its detail page to find owner contact info
How Do I Bulk Skip Trace from a File? Upload a CSV or Excel file of properties and skip-trace every row during import
How Do I Download an Export? Find a completed export on the Exports page and download it in your preferred format
Automations
Section titled “Automations” How Do I Create a Workflow? Build an automation workflow from scratch with a trigger and one or more actions
How Do I Pause or Resume a Workflow? Temporarily stop a workflow from running (or resume a paused one) via the workflow row actions
How Do I Create an Email Template? Build a reusable email template with subject, rich-text body, and dynamic variables
How Do I Create an SMS Template? Build a reusable text message template with dynamic variables and mindful character count
How Do I Create a Form? Create a lead-capture form with fields, styling, consent settings, and field mapping
How Do I Embed a Form? Share a form via direct link, script tag, or iframe embed on your website
How Do I Set Up Booking Availability? Create and manage reusable availability schedules that booking forms use to show open time slots
Integrations
Section titled “Integrations” How Do I Connect My Gmail? Link your personal Google account to enable Gmail + Calendar sync for your user
How Do I Connect My Outlook? Link your personal Microsoft 365 / Outlook account to enable Outlook Mail + Calendar sync for your user
How Do I Set Up Slack Notifications? Connect Slack to the organization and route Goliath events into Slack channels
How Do I Set Up Incoming Webhooks? Create webhook endpoints in Goliath that external systems can POST to in order to create or update records
How Do I Connect Zapier? Generate an API key and use it to connect Goliath as a trigger or action in Zapier Zaps
How Do I Disconnect an Integration? Remove a connected integration — stops future sync but preserves data already synced
Settings
Section titled “Settings” How Do I Update My Profile? Edit your personal name, email, avatar photo, and org info from Profile Settings
How Do I Invite a Team Member? Send an email invitation to add a new team member to your organization
How Do I Set Up a Phone Number? Provision a new phone number for the organization via the Add Number flow
How Do I Assign a Phone to a User? Attach an unassigned phone number to a team member and optionally set it as their primary
How Do I Change My Plan? Upgrade, downgrade, or review your subscription plan from Billing settings
How Do I Create a Custom Field? Define a new custom field that appears on every contact record for org-specific data
How Do I Invite a Partner? Send a partnership invitation to another Goliath organization so you can collaborate on deals