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πŸš„ In-Depth Onboarding
πŸš„ In-Depth Onboarding

Detailed video covering all the

Dennis avatar
Written by Dennis
Updated over 7 months ago

In this video, I walk you through the process of setting up workflows and managing contacts in our system. You will learn how to create templates, customize fields, and set up phone numbers for call forwarding. Additionally, I demonstrate how to create automated follow-up workflows and efficiently manage your contacts. This video provides detailed, step-by-step instructions and important tips for optimizing your workflow management.

Chapters

00:00 Introduction

01:04 Editing Templates

04:25 Adding and Configuring Phone Numbers

09:02 Creating Users

04:16 Customizing fields

12:51 Single Line Dialer Cold Calling Workflow

15:08 Email Workflow

15:33 Follow Up Workflow (template based)

16:14 Configuring Initial Workflows

16:25 Assigning users to Ben/Jen/Sarah

17:35 Adjusting drip mode (this process can be repeated for any daily or min drip in any workflow)

20:36 Updating Bot Override Message Box

24:03 Initial workflow drip location

24:10 Assigning user to the "Initial Workflow"

25:54 Uploading your list

30:26 Conversation window

31:36 Contact Conversation View

32:24 Contact Folder

33:55 General Folder

34:04 Dispositions Folder

35:49 OfferBot Folder

35:52 Bot Follow Up Folder

36:21 Property Info Folder

37:06 Under Contract Folder

38:53 Cash Buyer Folder

39:28 JV Partner Info

39:49 JV Under Contract

40:30 Opportunities/Pipelines

48:58 Calendar Availability Setup

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