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Sales Driver

Discover how to effectively utilize the Sales Driver Walk-Thru Dashboard and manage your leads through the Sales Center. Learn how to turn on leads, save lead types, and accept leads. Explore the Contact section to manage contact information, add activities, and set up email campaigns with our easy-to-use tools. With our Marketing Portal, create marketing materials and mailing lists effortlessly. Don't miss our webinars—register at least 2 hours in advance and embark on your 60-day training program to enhance your skills and productivity.

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Sales Driver

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Presentation Transcript

  1. Sales Driver Walk Thru

  2. Dashboard (Under Main) Office Updates Webinar Registration National and RDFC News

  3. Lead – Turn on Leads (Under Sales Center) Select Option and SAVE Select Type of Lead Regions Served

  4. Lead Bank – Accept Leads(Under Sales Center)

  5. Contact Manager(Under Sales Center)

  6. Contact – General Tab(Under Sales Center – Contact – Select Contact) • Contact Info • Email • Phone • Name • Email Client from Sales Driver

  7. Contact – Sales Center Tab • Status Field • New • In-Progress • Incubation • Won • Lead Info • Type • Details

  8. Contact – Activities Tab • Add Activities • Daily Email Reminders Sent • Yellow Means Overdue • Activity Manager to see tasks across all leads

  9. Contact – Campaign Tab • Add Email Campaigns • Setup Campaigns in Campaign Manager • Setup Campaign Groups in Campaign Manager • Runs Nightly – Automatic Emails

  10. Contact – Documents Tab • Input Property Address and Save • Input Contingencies – Auto Emails Sent to You • Load Documents – Workflow Built in for Broker

  11. Contact – Profile Tab • Ecards – Use Default or Create New Ones • Just Enter the Date • Runs Nightly

  12. Contact – Notes Tab • Notes – Check with leads • Store Notes • Read Notes from Office • Click on Show All for all notes

  13. Print Marketing Portal(Under marketing) • Wizard for Creating Marketing Materials • Mailing Lists Built In or Load Your Own • Property Brochures, Personal Marketing, Postcards and Much More

  14. University (Under training) • Click on Course to Auto Start • Work at your Own Pace

  15. Webinars (Under Training) • Click on Link • Registration Provided • Register at least 2 hours before class

  16. WRAPUPLogin when you get your Welcome EmailTurn on Your leadsStart your 60-Day training Program

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