Table of Contents
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.
