Nurture and Engage
Nurture and Engage My Contacts
Your Smart CRM has powerful automation and communication tools to help you engage more contacts and close more deals! Now that you have contacts in the system, you can leverage the lead nurturing and engagement capabilities.
Step 5: Schedule A Mass Email
With the Smart CRM, you have the ability to manage your database as a whole or customize your contact’s individual experiences. In this step you will send a mass email announcing your new website.
Complete these 2 tasks to earn your badge ‘Echo from the Canyon’.
Opt In to Schedule A Mass Email 15 Steps
Schedule A Mass Email 29 Steps
Step 6: Apply A Search Alert
Complete these 2 tasks to earn your badge ‘Lookout Tower Activated’.
Setup A Smart Filter 17 Steps
Apply A Search Alert 18 Steps
Understand Smart Campaigns
Step 7: Clear An Activity Tile
Once contacts start engaging with your website, you’ll start to see tiles appear on your activity stream. Watch this video to learn what they mean and how to manage these tiles. When you clear your first tile you will earn this badge.
Complete this task to earn your badge ‘Trail Maintenance’.
Clear An Activity Tile
Step 8: Download the Mobile App
Downloading the mobile app allows you to receive push notifications to your phone (including outreach of leads and contacts) and enable you to manage your CRM in the palm of your hand! Follow the steps to download and log in to your mobile app and earn this badge
Complete this task to earn your badge ‘Trailblazer Mode’.