KELLER WILLIAMS LUXURY CARMEL VALLEY / DEL MAR
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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
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
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
Home
Training
Our Team
Leadership
Agent Leadership
Resources
Vendors
Community
Office/Document Compliance
Referrals
Command Menu
>
Contacts
Opportunities
Campaigns
SmartPlans
Designs
App & Sites
Teams
Contact