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How to Create a Strategy

Mel M. -

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

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  • Click on New to create a new strategy

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  • Select the Type of Strategy

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

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  • Select the kind of Strategy you are creating

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

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

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