Recent updates
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Total Lifetime Value
Updated onArticleTotal Lifetime Value allows you to measure how much business a Contact has brought, through purchase made or referrals, since you've had it in your Book. It shows you at a glance how profitable that person is to your business.
3. CRM | My Book Opportunities Opportunities
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Promote a Contact to a current Opportunity
Updated onArticleDecide if your lead is an opportunity. If they are, promote them in the system. This is where you define the contact as a buyer or a seller, schedule sales activities and appointments, and do everything you can to provide great service at every touch-point.
3. CRM | My Book Opportunities Opportunities
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Schedule an Appointment
Updated onArticleStay organized by scheduling your Appointments/Todos into My Book or Calendar. Reminder notifications will help you stay on track and not miss anything scheduled.
3. CRM | My Book Work Your Book Managing your Leads and Contacts
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Recording a new Referral
Updated onArticle1. You can follow up with that referral in a timely manner - no need to let it go cold. As soon as you get the referral and add it in to the system, you can schedule a call to get in touch. Make it that day or the next one: it's best to move fast.
3. CRM | My Book Work Your Book Managing your Leads and Contacts
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Log a Call
Updated onArticleBuild an activity history. Whenever you talk to someone, email them, send them a text or interact with them on social media, use this feature to keep track.
3. CRM | My Book Work Your Book Managing your Leads and Contacts
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Categorization
Updated onArticleA Lead (Prospect) is someone you don't know personally, but to whom you would like to market your services. Someone filling out a form on your ClientClick website would come to My Book as a Lead.
3. CRM | My Book Work Your Book Managing your Leads and Contacts
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Adding Leads to Drip Campaigns
Updated onArticleStay 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.
3. CRM | My Book My Leads Your CRM Leads
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Scoring Leads
Updated onArticleTake their temperature. First off, send them the info they've requested. But don't stop there. Ask some qualifying questions to see if they're a hot, warm or cold lead. Are they looking to buy or sell? What's their time-frame? Let them know you're there to help whenever they're ready to do business. And don't forget to ask permission to contact them in the future (check off the CASL consent tab if they say okay).
3. CRM | My Book My Leads Your CRM Leads
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New Leads
Updated onArticleSo you have a message or info request that came through your personal website. The good news is that the contact information is automatically fed into My Book right away (from your Jumptools website or using the lead form generator on third party websites) so you can work on turning it into a money-making opportunity. First impressions count, and the fastest way to lose a lead is to ignore it. My Book is specifically designed to ensure you maintain momentum with daily reminders to keep in touch so leads don't fall off your radar.
3. CRM | My Book My Leads Your CRM Leads
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Creating a Custom Search
Updated onArticleWhether you want to save your visitors some time or showcase a specific area, Custom Search will help you accomplish both. Custom Search displays targeted results based on specific search criteria that you set in the Site Buillder
2. Website | Site Builder Listings Listings Options & Features