What are Actions?

What are Actions?

Actions are points of contact with properties and/or contacts. 

Actions include:

  • Phone Calls
  • Text SMS Messages
  • Mailed Letters
  • Mailed Postcards
  • Mail Labels
  • Emails
  • Reminders
  • Appointments
  • Visits
Each of these actions is a different form of communication or a task performed for a contact/property. 

We designed actions for the purpose of sales nurturing. Every action is tracked and shows on the contacts timeline. You can even schedule certain actions that will execute over a specific time period with action plans. 

This is the easiest way to automate your follow up with each lead.

How to Use an Action:

The Contact Manage Page:

The powerful filters allow you to select all the contacts you wish to contact and then easily complete and action for all the applicable contacts. 

This is perfect for sending mass emails quickly to a segmented group of contacts. 

Segment contacts using filters such as city, state, zipcode, groups, status, source or draw a group on the map. 

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