REI Closers Features

How to Upload Contacts Part 2

REI Closers Features

1. Please Watch This Video Before You Start Using Your Account

2. Please Watch Thus Before You Start Using Your Account Part 2

3. How to Assign Contacts

4. How to Start Automations

5. Basic Overview

6. How to Upload Contacts

7. How to Upload Contacts Part 2

8. Setting up Account, Phone Numbers, Tags

9. How to Use SMS Campaign

10. Text Messaging Limits

11. How to Setup Preforeclosure (PFC) texts

12. PFC Tags & Automations

13. How to Use the Do Not Contact Tag

14. Call Using the CRM Dialer

15. How To Dial

16. Auto Contract Sending

17. Call Configuration

18. How to Connect Your Calendar

19. How To Integrate Slack

20. How to Use Mobile App and Call Forwarding

21. How to Start the Wholesale AI Bot

22. How to Start the Preforeclosure AI Bot

23. How to Connect Your Calendar When Using AI Bots

24. How to Use the Lead Connector App

25. How to Build Your Own Text Campaigns

Extra How To’s

Pipeline & Opportunities

Calendars

Phone System

Custom Fields & Values

Domain Set Up

Tags

Forms

Surveys

Funnels

Users

Overview

Triggers

Actions

A2P Form Creation

Opt In Workflow

Making Your Funnel

Update Your Business Profile

Buy Your Number + Brand Registration

Campaign Registration

Email Services Setup