Smart Plans

Put your marketing into automation, giving your agent platform to your clients on a consistent basis with neighborhood trends, custom customer service action items keeping you on top of mind to your clients. 

Set Up

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Introduction to SmartPlans and Kelle Guide
Add a SmartPlan from the SmartPlans Library
Add Contacts to a SmartPlan
Edit an Active SmartPlan
Edit an Inactive SmartPlan

​MAIN COURSE

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Add Contacts to the Monthly Neighborhood Nuture SmartPlan
Add a Contact to the Bi-Weekly Neighborhood Nurture SmartPlan
Create a Custom SmartPlan
Add Contacts to the Home Anniversary SmartPlan
Add Contacts to the Birthday SmartPlan
Add Contacts to the Promote My App SmartPlan
Add Contacts to the Quarterly Call SmartPlan
Remove or Unsubscribe Contacts from a SmartPlan

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