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How to Create a Strategy

Lisa Nicoll -

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 SETUP>>STRATEGY 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


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