The 5 steps to set up success
- Integrate your Email account to send receive emails, to send automated campaigns from Agency Portal
- Create an Email campaign to let your customers know about your ability to serve them digitally with a Mobile App, Chatbot, and a Client Portal.
- Set up a Deal Board stage to understand your deal flow and have a real-time understanding of business progress.
- Update your Agency/Agent’s profile to let the world know about you and your services.
- Add Deals to your deal board and set your sales process to fly
Take 10-20 minutes on each step, per day to get set up in a week, or be an overachiever and knock through all of them in a couple of hours. Need more advanced features?