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Sales Driver

Sales Driver. Walk Thru . Dashboard (Under Main). Office Updates. Webinar Registration. National and RDFC News. Lead – Turn on Leads (Under Sales Center). Select Option and SAVE. Select Type of Lead. Regions Served. Lead Bank – Accept Leads (Under Sales Center).

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Sales Driver

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  1. Sales Driver Walk Thru

  2. Dashboard (Under Main) Office Updates Webinar Registration National and RDFC News

  3. Lead – Turn on Leads (Under Sales Center) Select Option and SAVE Select Type of Lead Regions Served

  4. Lead Bank – Accept Leads(Under Sales Center)

  5. Contact Manager(Under Sales Center)

  6. Contact – General Tab(Under Sales Center – Contact – Select Contact) • Contact Info • Email • Phone • Name • Email Client from Sales Driver

  7. Contact – Sales Center Tab • Status Field • New • In-Progress • Incubation • Won • Lead Info • Type • Details

  8. Contact – Activities Tab • Add Activities • Daily Email Reminders Sent • Yellow Means Overdue • Activity Manager to see tasks across all leads

  9. Contact – Campaign Tab • Add Email Campaigns • Setup Campaigns in Campaign Manager • Setup Campaign Groups in Campaign Manager • Runs Nightly – Automatic Emails

  10. Contact – Documents Tab • Input Property Address and Save • Input Contingencies – Auto Emails Sent to You • Load Documents – Workflow Built in for Broker

  11. Contact – Profile Tab • Ecards – Use Default or Create New Ones • Just Enter the Date • Runs Nightly

  12. Contact – Notes Tab • Notes – Check with leads • Store Notes • Read Notes from Office • Click on Show All for all notes

  13. Print Marketing Portal(Under marketing) • Wizard for Creating Marketing Materials • Mailing Lists Built In or Load Your Own • Property Brochures, Personal Marketing, Postcards and Much More

  14. University (Under training) • Click on Course to Auto Start • Work at your Own Pace

  15. Webinars (Under Training) • Click on Link • Registration Provided • Register at least 2 hours before class

  16. WRAPUPLogin when you get your Welcome EmailTurn on Your leadsStart your 60-Day training Program

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