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
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
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.
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,
How to change your calendar availability https://youtu.be/zhLiW0pj9YQ How To Change Your Calendar Availability 1. After signing in, click the Calendar icon aligned to Search Bar. The Calendar section will open. 2. Click the Actions dropdown to Set Availability. The Set Availability window will open. 3. Set up the calendar based on availability. Click Set Availability. “Availability Updated Successfully” notice will
How to link your google calendar with resimpli https://youtu.be/zhLiW0pj9YQ 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
Overview of Dashboard https://youtu.be/4v0A3iZW8UY Overview Of New Dashboard 1. After signing in to https://resimpli.com/, the system will open the Homepage of a team. A dashboard will be displayed. 2. The upper part of the Dashboard displays the following information: Numbers of SMS Sent Number of Calls Made Average Call Time Number of Touches/ Deal Number of Assigned Leads Number of
TRACKING CALLS AND SMS ACTIVITY FOR TEAM MEMBER https://youtu.be/BuPs-zW8J9c Tracking Calls and SMS Activity For Team Members 1. To check the activity of the team members, click on the Homepage → Dashboard. The numbers of SMS sent, Calls made are displayed in the upper part of the dashboard. 2. To track the activity of other team members using Dashboard: Click