How to create a strategy

Strategies can be used to send an auto email or automatically generate tasks when triggered. Strategies can be triggered on contacts, listings or closings.

• Go to Marketing>Strategies from your Dashboard

• Click on New to create a new strategy

• Select the Type of Strategy

• Fill out the remaining information, and click Save & Continue

• Select the kind of Strategy you are creating

• Fill out the remaining parameters for your Strategy and click SAVE

• You will now be able to see your Strategy Details for your New Strategy