REsimpli Blog
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How to enter new transaction in REsimpli
How to enter new transaction in REsimpli 1. Go to the left sidebar menu. Click FINANCIALS → Banking. 2. To search for the transaction details/ history: The filtered data for Direct Mail will be displayed. e. Click Account Name (Direct Mail) to view the transaction details. The list of transactions made to Direct Mail will […]
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Assigning a marketing campaign before calling
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. 4. Click Add Lead. Important: The image below is an error that […]
What are Open Leads
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. To check the […]
How to assign roles for sub-users so that they have specific tasks and leads
How to assign roles for sub-users so that they have specific tasks and leads 1. To add a new team member, click on the right sidebar menu. i. Go to the Contact Info tab and fill out the necessary information. ii. Go to the Roles & Markets. Select Roles. Tick in the roles to assign […]
How to purchase a phone number
How To Purchase A Phone Number 1. Go to the right sidebar menu. Click the drop-down list. Select Manage Numbers. 2. Click on Buy Numbers in the upper right corner of the screen. Available numbers will be displayed. 3. Search number by area code (example 219) and select from the result. Click Continue. 4. Fill […]
How to link your Google Calendar with REsimpli
How To Link Your Google Calendar With REsimpli 1. After signing in to REsimpli.com, click on the Calendar icon beside the Search Bar. 2. Go to the Actions section. Select Add New Calendar. Sign In with the Google tab will open. 3. Log in to Google. Type in Google account and password. 4. Click Allow, allowing REsimpli to access Google Account. Copy […]
How to send a SMS to buyer
How To Send an SMS to Buyer 1. Go to the left sidebar menu, go to Leads → Active Leads. 2. Go to a Lead with a buyer. 3. Hover the mouse over the Buyer’s information to display the call or SMS icon. 4. Click the Call icon to call the buyer or the SMS icon […]
how-to-add-tags-to-a-lead
How To Add Tags To A Lead 1. Go to the left sidebar menu. Click Leads → Active Leads. 2. Click Lead information. Click on Add Tag. 3. Type the tags to add. Click Add Tags. 4. Added tags will reflect near Leads information. Repeat steps 2 and 3 to add more tags. End.
How to set up a drip campaign
How To Set Up A Drip Campaign 1. Go to the left sidebar menu. Click General → Drip Campaign. 2. Click Add Drip Campaign in the upper right corner of the screen. A new window will open. 3. Fill out the campaign information. See sample drip campaign steps illustrations below. a. Fill out Campaign Name […]