What is the Lead Funnel and how can I use it?
The Lead Funnel provides visibility into the homeowners and contacts who have responded to your marketing. Leads are marked as New, Hot, and/or Follow up. You may also be able […]
Read More...Subcategories: CheckIn: Web Portal & Mobile App | Contacts | CRM Dashboards | Labels & Filters
How do I reassign a respondent into a different Lead Category?
To reassign a lead into a different bucket (e.g. follow up to listed): 1. Navigate to the Lead Funnel from the Dashboards screen 2. Click the […]
Read More...How are lead follow up actions determined and what are their time frames?
Actions are created in one of two ways: as a follow up scheduled during a proactive CheckIn, or as a result of a lead follow up flow. The determination of […]
Read More...What is Included in the Performance Page of the Dashboard?
The Marketing page’s sole focus is to allow easy access to every campaign both past and current. Campaigns are broken up to put those that are currently active at the […]
Read More...How Can I Delete a Lead?
Updated over a week ago In order to see your leads, first select Lead Funnel on your dashboard. 2. Once under your Lead Funnel, select the lead you would like […]
Read More...How can I use the map located on the Performance Dashboard?
The map on the Territory page provides a shortcut to filter for your farm contacts under the Contacts page. For multiple territories, the map view provides a visual aid in […]
Read More...How can I remove one of my Labels from a Contact?
Removing a label from an individual contact can be done in two ways. From the Contacts page: 1. Select the homeowner name by checking the box next to their name. […]
Read More...What types of activities can I log?
Update your contacts in the account with any new interactions/activities/marketing with the homeowners While on the move, you can log virtually any prospecting activity, from cold calling to events and […]
Read More...What is a CheckIn?
A CheckIn is a vital part to the SmartTargeting CRM. It is the way to log all of your relationship building efforts by completing activities such as door knocking, cold […]
Read More...How can I verify a home value?
To verify a home value: 1. Click on the homeowner’s name in your Contacts list and select View Details. 2. Once you are on the Contact page of the homeowner, […]
Read More...What property information can I update, and how do I do it?
The Home Details sections displayed under the Property Details tab will display specifics of the property including home value and property details. To modify the Property information: 1. Click on […]
Read More...How do I update information for a contact?
1. To edit an individual contact’s information, select a contact from your list. Once clicked, an overview of the contact’s information will open to the right. Simply click into the […]
Read More...How do I remove/unremove someone from my list?
Removing a contact is a quick and easy way to remove them from all marketing and prevent them from showing up in your Action Board. These contacts will still be […]
Read More...How do I download a list?
To download a list of your contacts, first go to your Contacts page, which you can find on the navigation bar to the left of your screen. You will then […]
Read More...How do I adjust home values?
You can modify home values in your contacts in two ways: individually or as a group. To modify on an individual basis: Go to your Contacts, and select the homeowner […]
Read More...Bulk Email
Now with our new “Bulk Email” feature within the “Contacts” section you can send out emails to multiple Contacts in a single go. To access this feature click on ‘Contacts’ […]
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