Author Archives: advankb2

Video: Using the Replicate feature to make a similar contact

Use the available Replicate feature to make a similar contact.  Replicate a contact to separate a married couple, having one contact for the husband and one for the wife.  Another example is using replicate to create a partner or professional contacting working at the same company or organization, easily.(Approx. 7 mins.)

Video: How to fill in Contact Records

How to fill in a contact record, what Categories to use, how to use phone, Zillow link, Google Maps, Social Media links and more. (Approx. 8 minutes).Click Play Below:

Video: Automated follow up workshop – Part I

How to created automated follow up, discussing TaskoMatics, tasks, follow up and more. Watch how to create, use and stop automated follow up with in-depth discussion on when to use and how to create. (Approx. 38 min.)

Video: The Follow-up Assistant and How to use it

In this video we explore the Follow Up Assistant and how to configure and use it. Examples of how to configure and use the Follow Up Assistant to ensure no one falls between the cracks, be more productive, efficient and ensure your team is using the proper materials for your follow up objectives. (Approx. 43 Mins.)

Video: Making Creative Email Templates

Learn more about using the editor to make creative email templates. This is an in depth look at creating an email newsletter or invite from scratch. Includes ideas and resource links for FREE inspiration and images. (Approx. 44 mins.) Click play below: