What are Actions?
Actions are points of contact with properties and/or contacts.
Actions include:
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.
Actions include:
- Phone Calls
- Text SMS Messages
- Mailed Letters
- Mailed Postcards
- Mail Labels
- Emails
- Reminders
- Appointments
- Visits
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.
Did you find this article useful?
Related Articles
-
Create a Phone Number
Easily reserve and use local and toll-free telephone numbers with WE ARE REALTY. Our syst...
-
Create an Action Plan
Action plans allow you to follow up with specific leads using customized actions set at specific tim...
-
Postcard Image Prepping
Sending postcards on WE ARE REALTY is eas...
-
The Do Not Call List
The United States Do-Not-Call Registry aims to protect consumers from these unwanted phone solici...
-
Add a Contact to Call List
The article will describe how to add an individual contact to a specific call list or multiple ca...
