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 1 of these 2 tasks to earn your badge ‘Echo from the Canyon’.
Send to 250 or Less Contacts
Send to more than 250 Contacts
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 Streams Mobile App
Downloading the Streams mobile app allows you to receive push notifications directly to your phone, organize your most important activities and streamline your productivity! Download and log in to Streams to earn this badge.
Complete this task to earn your badge ‘Trailblazer Mode’.
