Welcome! Join our FREE WEBINAR to find out we can help you

8
Jun

How to set up a drip campaign

How to set up a drip campaign https://youtu.be/g1-BuA3j8a8 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

Read more

8
Jun

How to assign roles for sub-users so that they have specific tasks and leads

How to assign roles for sub-user so that they have specific tasks and leads https://youtu.be/6MWEEm8ghDM 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.  Select Manage Users. Click Add New. A new window will open. i. Go to the Contact Info tab and

Read more

8
Jun

How do I add a user to multiple roles

How do I add a user to multiple roles https://youtu.be/EsWLTlqp0qw How Do I Add a User to Multiple Roles 1. Go to the right sidebar menu, select Manage User. 2. Select from the list. Click Edit icon, for example, Spider Man. 3. On the Team Member → Edit User window, click Roles & Markets tab, select the additional role. 4.

Read more

8
Jun

How to add a new user in REsimpli

https://youtu.be/uDqvtwkV6OQ How To Add A New User In REsimpli 1. Once logged in to REsimpli, click on the right sidebar menu. Select Manage User. 2. Click Add New User in the upper right corner of the screen. Fill out the necessary information. Click each tab to update. a. For Team Member Info: Fill out the First Name, Last Name, Email,

Read more