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[av_heading heading=’ONE Quick Start Guide’ tag=’h3′ style=’blockquote modern-quote’ size=’26’ subheading_active=’subheading_below’ subheading_size=’15’ margin=” margin_sync=’true’ padding=’10’ color=” custom_font=” av-medium-font-size-title=” av-small-font-size-title=” av-mini-font-size-title=” av-medium-font-size=” av-small-font-size=” av-mini-font-size=” av_uid=’av-jngc4imy’ admin_preview_bg=”]
Use the links below to help get the most from the CRM features in ONE.
Visit our Support page for more support resources including recorded training webinars, how-to videos, and our Knowledge Base.
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When do I promote a Lead to a Prospect?
How do I find out where my leads are coming from?
How do I add a business partner or contact?
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[av_icon_box position=’top’ icon_style=” boxed=” icon=’ue894′ font=’entypo-fontello’ title=’TEAM MANAGEMENT & LEAD ROUTING’ link=” linktarget=” linkelement=” font_color=” custom_title=” custom_content=” color=” custom_bg=” custom_font=” custom_border=” av-medium-font-size-title=” av-small-font-size-title=” av-mini-font-size-title=” av-medium-font-size=” av-small-font-size=” av-mini-font-size=” av_uid=’av-2l8mjfz’ admin_preview_bg=”]
Creating Round-Robin lead routing
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Adding an Action Plan to a Transaction
Changing a Prospect’s Transaction Status
What does Transaction Status mean?
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Create custom email drip campaigns
Editing email campaign letters
Creating groups for campaigns
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