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