CRM & Tech
- Sierra Interactive CRM Overview
- Getting Started with Sierra
- Sierra Lead Status Definitions
- Creating & Managing Contact Templates
- Using Contact Templates for Emails and Text Messages
- Using the Call List to Call Leads in a Sequence
- Using the Dialer to Place a Call to a Lead
- Using the Dialer to Send a Text to a Lead
- Connect to the Sierra Dialer in Your User Profile to Make & Receive Calls, Record Voicemails, & More
- How to Create a Tracking Link and Squeeze Page
- Reducing Texting Overages: Understanding Text Segments, SMS, and MMS with Sierra’s Dialer
- Record an Incoming Voicemail Greeting for Your User Account
- Activate the Sierra Dialer for Your Account (Manager Level)
- Using Favorite Saved Searches to Create E-Alerts & Market Updates
- Market Updates for Seller Leads
- Enabling and Using Drip Email Campaigns
- Advanced Lead Search and Smart Filters