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