|The next step is to select the step you want to take: Email, Phone or Book a Call. Simply select your choice for the next prompts to open.|
|Next, you'll need to select whom you want to contact. Simply click on that person to take the next step.|
|Now you may select the script or template you want to utilize based on the contact you have selected. Simply click on the type of email/phone script to move forward. |
|Lastly, you will edit the contact if needed or simply send the email/make the call. You can add a note direct to the Client Card as well using the "Send & Add Note" option. This lets you contact and track the outreach. |
How Can I Use the Cost Segregation Guided Experience? Print
Modified on: Thu, 17 Sep, 2020 at 3:57 PM
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