Step 1. To get to your CRM, on your dashboard click the green VIEW LEADS button

Step 2. This is the home page of your CRM. You will see all Recent lead activity on the dashboard of your CRM.

Step 3. Click on LEAD LIST on the left-hand side to access your complete list of leads

• Source: Where did the lead come from
• Rating: How often they click through your website, respond to your emails, and look at listings.

Step 4: Click on a Contact’s name

• This will open up their contact card. You will see their contact information.
• You can add “Tags” to the lead to separate them from the rest of your leads. This is good for sending emails to only a certain group of your leads. 
• On the right, you will see the contact pipeline. This is for you to be able to set the stage that you and the lead are at from “uncontacted” to “close”
• You will all see the leads on activity under the “Activity” tab. If they message you or looked at a property, you will see it there. 

Step 5: Click on Subscriptions (Skip if the package does not include subscriptions)

• Marketing Automation Campaigns: Automated emails that are sent to the lead when they are added to your CRM

Step 6: Click on “Communications” at the top of the page with the paper airplane symbol 

• This is where you will be sending emails to your leads. 
• You can send them individually by typing their name in the “sent to” section
• If you want to send them to a group, click “Create List”. This is where your tags will come in handy!
• You can populate the message box by dragging in the boxes on the right. 

Step 7: Click on Marketing Automation

• You will see 3 pre-made campaigns. 
• You can also add your own.

Step 8: Click on "Mortgage Purchase Campaign” 

• You will see the stages that lead go through when they are subscribed to the “Mortgage Purchase Campaign” campaign 
• You can set the time these will go out to your leads next to the “Send After” 
• You can also deactivate stages by clicking “Actions”

Step 9: Click on “First Email: Knowing your Loan Options Matter”

• You will open up to the email  that is sent to the lead
• It is suggested that you tailor the email to sound more like you and your personal brand.
• DO NOT change anything in the dotted line boxes, those are automatically filled with the leads information.