SalesDrip Wiki

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User Guide

Table of Contents

Accessing SalesDrip

Logging In to SalesDrip

Reset Your Password

General Concepts

Contact Status Terminology

Buyer Journey Stages Explained

System Flow Chart

Drip Templates & Workflow Timing

Enlighten Stage Drips & Timing

Discover Stage Drips & Timing

Evaluate Stage Drips & Timing

Justify Stage Drips & Timing

New Customer Workflow & Timing

Customer Workflow & Timing

Starting & Adjusting Campaigns

Send A Brochure & Start A Drip Campaign (Video)

Send A Brochure Only (Video)

Adjust Buyer Journey Stage (Video)

Start A New Customer Campaign (Video)

Start A Existing Customer Campaign (Video)

Contacts

Adding A New Contact (Video)

Quick Seach For A Contact (Video)

Detailed Search For A Contact (Video)

Mapping Contacts In A Group (Video)

How To Sort Contacts (Video)

Quick Add A Activity (Video)

Add An Activity (Video)

Overdue Activity - Find & Complete (Video)

Completed Activity - Find & View (Video)

Outstanding Activity - Find & View (Video)

Creating & Emailing a Rate Quote (Video)

Create An Opportunity (Video)

View & Move Opportunities (Video)