Add Your Contacts
Add Your Contacts
Your contacts are the heartbeat of your business, adding them to your CRM fuels your growth and more contacts mean more opportunities to build relationships, nurture leads and close transactions. Earn a badge when you enter your first contact and another badge when you grow your database to 100 contacts!
Step 3: Add Your First Contact
Top agents get leads from referrals so remember to add in past clients, friends, and family members as contacts. But, let’s start with a trusted person as a test lead so you can see how the system works for your contacts.
Complete this step to earn your badge ‘First Compass Point’.
Add A Manual Contact 13 Steps
(Optional) Understand the Contact Record 2 Steps
(Optional) Default Smart Campaigns 4 Steps
(Optional) Behavioral Automation 6 Steps
Step 4: Add 100 Contacts
There are 3 ways to get your contacts into your CRM. Import an existing list, gather your sphere and connect to third party sources. Select the option(s) that make the most sense for you.
Complete this step to earn your badge ‘Forest of Leads’.