Campaigns are a great way to automate and standardize your sales processes and your outbound client stay-in-touch communication. The overall goal is improve your lead conversions and increase referral flow from your sphere of influence and past clients.

To get started, learn about how to add contacts to an action plan or a drip campaign. You could also send an email blast to a number of contacts or customize your next eNewsletter. 

If you haven't got any contacts in My Book yet, please start by adding contacts. Campaigns need contacts in order to operate.