Below are a list of must does for Realtiva.com with respect to New Users. This should make your transition to Realtiva.com easy as well as more effective.
1. Import in your contacts. This can be done in a number of ways.
Outlook to Realtiva.com, or by uploading a CSV file within Realtiva Mail.
2. Make sure your account is up-to-date. Click
My Account then
My Profile as well as
My Preferences and
My Checklists
Update your profile, commissions percentage, and add your disclosure checklists.
3. Set up email identity for email forwarding, return email replies, and new lead notifications.
Video
--- Now Focus on Marketing
5. Add your Lead Capture form to your website.
Click Lead Distribution Tab then
Lead Capture HTML. Video
6. Create a drip Email campaign to your new leads/prospects as the come in. Create a new lead campaign for as long as you need in HTML or Plain text. Click
Lead Distribution Tab then
Lead Communication then
Add Communication.
Add as many drip emails as you need.
Article ID: 7, Created On: 3/3/2009, Modified: 2/23/2010