Integrating REsimpli 2.0 with Zapier REsimpli 2.0 users can now utilize Zapier to connect with other services and applications that are Zapier compatible. In a matter of minutes, connect REsimpli with Carrot Websites and Mojo Dialer—no coding required! Connecting Zapier & REsimpli 2.0 Sign up for a Zapier account if you don’t already have one. Locate the “Create your own
How to send a Sms to Buyer
How to send a Sms to Buyer https://youtu.be/6pkwvL3aJKw How To Send eSign Document For Signature 1. Go to the left sidebar menu. Click LEADS→ Active Leads. 2. Click the Lead to whom the e-Sign document will be sent. 3. Click the Actions button in the upper right corner of the screen. 4. Select the Send For e-Sign. 5. The Send
How to send a Sms to Buyer https://www.youtube.com/watch?v=ohLwMUKGWq8&list=PLqYg07qeVlK0udfdVuQqfODM10pJ_yw99&index=5 How To Enter New Transaction in REsimpli 1. Go to the left sidebar menu. Click FINANCIALS → Banking. Click a bank account, for example, PERFBUS CHK (Chase). The bank details will be displayed. Select the transaction date. Select Vendor. Select from the drop-down list, for example, ABC Marketing. Select Method. Select from
How to send a Sms to Buyer https://www.youtube.com/watch?v=kTvXqAGcUDs How To Stay On Top of Your Incoming Responses from Leads 1. To set the auto-stop of a drip campaign, go to the left sidebar menu. Go to the Leads → Leads (Active, Warm Leads). Click the Lead. Go to Actions in the upper right corner of the screen. Select Active Drip
REsimpli, a software company for real estate investor is excited to announce the integration with the Zapier platform. With Zapier, customers can connect their REsimpli account with third party applications that are Zapier compatible. This will automate the process of pushing in leads in your “Active Leads” page in REsimpli, through the 3rd party lead generation service that you are
How to send a Sms to Buyer https://youtu.be/0qdYbQju3Is?list=PLqYg07qeVlK0udfdVuQqfODM10pJ_yw99 Assigning A Marketing Campaign Before Calling 1. Go to the left sidebar menu, click Leads → Active Leads. 2. To Add Lead, click Add Lead in the upper right corner of the screen. A new window will open. 3. Fill out the information. First Name & Last Name Primary Phone Number Primary
How to send a Sms to Buyer https://youtu.be/BPenFHtB5Bg?list=PLqYg07qeVlK0udfdVuQqfODM10pJ_yw99 What Are Open Leads Open Leads – are leads with newly received communication, whether an SMS, a call, or MMS that hasn’t been replied to yet. It can also be a newly added lead into the Leads dashboard. 1. To see the number of Open Leads, go to Homepage → Dashboards. 2.
How to send a Sms to Buyer https://youtu.be/W–xC9DpK_0?list=PLqYg07qeVlK0udfdVuQqfODM10pJ_yw99 REsimpli Zapier Integration 1. Sign in to Zapier.com. 2. Connect an app to REsimpli. 3. To connect Gmail to REsimpli, type in Gmail (Connect this app) followed by REsimpli (with this one… ) – select REsimpli 2.0 4. Provide the details with New Email (from Gmail) on the When this happens section
How to send a Sms to Buyer https://youtu.be/SXjlH1_YNRQ?list=PLqYg07qeVlK0udfdVuQqfODM10pJ_yw99 How To Generate Web Form Link 1. After signing in, go to the left sidebar menu. 2. Click General → WebForms. 3. A blank Web Form will open. 4. Manage the Web Form. All questions that need/ want to be sent to the customer must be set to VISIBLE (default settings: HIDDEN).