Overview
Get a feel for what the new CRM is all about.
Data Importing
Let's get your data imported and ready for the new CRM. If you already have your data, or don't have any to import, then skip ahead to the next step.
Update Your Imported Data / Historical Deals (Opt in for CRM)
Once you have your data imported, we will need to opt your clients in for CRM.
Templates
Start setting up the email and sms messaging content for your campaigns.
Campaigns
Plug your Templates into your Campaigns to send to clients when a new application has been received, when the deal has been approved, or just to wish them a happy birthday.
Audience Lists
Create your audience lists to start sending your beautiful templates. Create a list of all contacts to start sending out monthly newsletters, or make a refined list for a more targeted audience (e.g. realtors or solicitors).
Set Up Direct Texting
Get customers to see your messages sooner, and get faster responses by texting directly from Velocity!