Getting Started with Sierra

Logging In

Access Sierra via the web or mobile app at denovorealty.com. Your username is typically your first and last name. Contact admin support if you have login issues.

Initial Setup Checklist

• Connect Your Email: Sync your email so communications are logged in the CRM.
• Enable the Dialer & Choose a Phone Number: Select a call number for outbound calls and dial directly through the CRM.
• Add an Email Signature: Set a branded signature for all outgoing emails.
• Customize Your Website Profile: Upload a headshot and verify your bio and contact information.
• Set Notification Preferences: Choose how you are alerted for new leads, tasks and follow‑ups.

Lead Management Workflow

• Import Leads: Upload an existing database via CSV or enter contacts manually.
• Create a Dummy Lead: Use yourself to practice sending emails or texts, setting tasks and triggering alerts.
• Use Lead Statuses Consistently: Reference the lead definitions sheet to maintain accuracy in pipeline tracking.
• Set Up E‑Alerts and Market Updates: Send automated listing updates to buyers and market reports to sellers.
• Use Filters to Prioritize: Engage hot leads using behavior‑based filters and track notes, tasks and communications.
• Send Video Follow‑Ups: Integrate video into nurture campaigns using tools like GGMS or third‑party services.

Advanced Tools & Marketing Integration

• Custom Domain Setup: Work with the marketing team to map a vanity URL to your agent site.
• Create Landing Pages: Build pages for listings, open houses and ads.
• Create Action Plans: Automate communication based on lead status or source using drip campaigns or traditional plans.
• Track Website Activity: Use Sierra reports to view lead registration, saved searches and interactions.

Support & Training

Schedule Sierra training sessions via DenovoAgents.com, contact Henry for coaching and use the CRM fundamentals sheet for quick reference.