Adding Leads to Drip Campaigns and Action Plans
Stay in touch. Incubate the lead by scheduling follow-up activities. My Book helps you control your schedule so you never forget a meeting or and always have access to details of your last conversation with a client. If you have permission, add them to a drip campaign.
To add a lead to a drip email campaign, click on the Edit icon in the Email Drip Campaigns section of the profile summary.
Just remember, if you haven't selected express or implied consent for a contact, My Book will not send the emails due to Canadian Anti-Spam Law (CASL) regulations. This is for your protection.
Then select a campaign targeted to potential buyers, potential sellers or unknown/both.
