Quick Tips for Success

Add A Prospect Using Quick Add

A prospect can be manually added to your Prospect Generator through a Quick Add. A Quick Add consists of first name, last name and email. Quick Add prospects can also automatically be placed into a default category, automating prospect communication. Quick Add is a great tool for manually adding in contacts from the business cards you collect. Also, if you host an event and have a sign in sheet, you can manually add those contacts in as well through Quick Add.

Add A Prospect Using Quick Add
Step 1:     Choose a Default Language. (The prospect  will receive email communication in the
                  chosen language.)
Step 2:     Fill in First Name, Last Name and Email.
Step 3:     Click "Add Prospect."

The prospect has been added. Once you’ve added the prospect, you can add more information about them such as phone number (See Manage Prospects, Manage Prospect Details).

TIP: For a test, we always recommend one of the first things you do is manually add yourself into your Prospect Generator. That way you can assign yourself categories to see what the email messages look like when delivered.

Select Default Category For Quick Add Prospects
The default category is the category that all Quick Add prospects will automatically be assigned to.

Edit Default Category
Step 1: Click on the Account Settings tab.
Step 2: In the Edit User block, scroll to Default Category field.
Step 3: From the drop down menu select a category.
Step 4: Click "Save Changes."

Quick Add prospects will now go directly into your chosen category and begin receiving the email campaign attached to that category. If you don't want all of your Quick Adds to be in an automatic category, choose none. 

Today's Calendar

Today's Calendar will display Lead Notes and Notes. Lead Notes are notes added in the Lead Details of a lead. Notes are notes added to the Calendar directly, and are not associated to a lead.

Add a Note:
Step 1:     Click Add Note. The window will refresh.
Step 2:     Type in a note.
Step 3:     Type in the time you wish for this note to display on the Calendar.
                  (Example: 11:00 AM)
Step 4:     Click Add Note. Your note will be added to Today's Calendar.

Edit a Note:
Step 1:     Click on "Edit" next to the note you wish to edit. The window will refresh.
Step 2:     Edit your note.
Step 3:     Click "Save Changes."

Delete a Note:
Step 1:     Place a check in the box next to the note you wish to delete.
Step 2:     Click Delete Selected.

Note: Deleted Notes attached to Leads will be deleted from Lead Details.

Leads

The most recent leads added to your account will display in the Leads block. You will see the leads First Name, Last Name, Email, and Signup Date. Click on the First Name or the Last Name of the lead to be brought into the Lead Details, where you can view and manage your lead.

Shared Lead Categories

Lead Categories determine which Email Campaign will be triggered to your leads. An Email Campaign is a series of pre-created email messages designed to "drip" information to your leads and drive your leads to action. Each shared Lead Category has been created by your network administrator and has compliant email messages ready to be sent to your leads. In the Lead Categories block you will see the category name, the number of emails within that category and the number of leads within the category.

View Email Campaign:
Step 1:     Click on the Category Name. The window will refresh.
Step 2:     Under Email Campaign, you will see a list of emails and the schedule. The
                  schedule number represents the days from when the lead is placed in the
                  category that the email message will be triggered to the lead.
Step 3:     Click Preview Email to view the email message.


Shared Email Campaigns:
Shared Lead Categories are campaigns that have been created by your network administrator and include compliant email messages that are compliant and cannot be edited. Shared email messages will include your My Signature.

Note: Your My Signature uses personal account information from fields in Account Settings.

Add a Category

Remember this key point: A Category determines which Email Messages a lead will receive and the schedule of when they are sent.

Add a Category:
Step 1:     Click on Prospect Generator, then on the Campaign sub tab.
Step 2:     In the Category block, click Add Category. A new window appears.
Step 3:     Name the Category.
Step 4:     Click Add Category. Your new category has been created.

Add Email Messages to a Category
Step 1:     Click on the name of the Category you created. A new window appears.
Step 2:     Navigate to the Email Campain block. 
Step 3:     In the Email Campaign block, click on Add Message.
                  The window will refresh.
Step 4:     In the Add Message to Campaign block, click on the Email Message
                  field dropdown menu.
Step 5:     Select an email message.
Step 6:     From the Schedule dropdown menu, choose when you want this Email
                  Message to be sent. The “days” represent the days from when a Prospect
                  is added to this Category. For Example: Immediately will be displayed as “0”.
                  3 Days will be displayed as “3”. Meaning, (3) days from when the prospect is
                  added to the Category. As a rule, send out Email Messages every 3 days
                  for the first 15 days. This gives continual information for a prospect to review
                  which increases response rate.
Step 6:     Click Save Changes.

Follow Steps 4 through 6 and add a series of Email Messages to this Campaign.

Your "My Signature"

Your "My Signature" is populated with fields in your Account Settings and include:

 - First and Last Name
 - Phone Number
 - Default Web Page
 - Email address
 - Signature Image (Optional) Please see Account Settings to add an image to your
    My Signature

Your "My Signature" is automatically placed on all shared Email Messages sent to your leads as well as on your Network Web Pages. This can not be changed.