Let's Build Your Workflows
Looking at your workflow page at a first glance may seem confusing and foreign. There are a lot of different tools in your workflow system that you will use once you learn all about them.
Workflows are automatic pieces of communication that are sent a prospect/lead and a set of triggered actions for when they opt in either from your website, a text message or from another source.
Build workflows that will send an automatic text reply, an email, or a ringless voicemail (RVM) to prospects/leads when they opt in.
When a prospect/lead opts in, you also can have workflows automatically tag and source them, so you know where they came from, as well as automatically assign a task to you or a team member, so you or your team member knows to follow up with that prospect/lead.
You're busy running your real estate business and you don't have time to answer everyone right as they opt in, so create workflows that will help you not let any potential deals fall through the cracks.
We have put together a quick video to show you the basics.
In this support article, you will learn the basics of building a workflow.
We appreciate you taking the time to learn the basics building a workflow!
Click on the links below to access other overview videos.