Page 25 - Lasting Mark : Onboarding Guide

TOOLS & RESOURCES

• Disposition Sales Leads

• Manage & Notate Clients
• Track Licensed & Unlicensed Recruits
• Choose Phone Numbers for Outbound Click-to-call Dialing
• Automatic Integrated Power Dialer

• Recorded Phone Calls
• Automated SMS & Email Communications
• Create & Send SMS & Email Marketing Messages
• Reporting & Analytics
• Import Leads, Customers & Recruits SCAN HERE

• Export Entire Universe of Your Data
• Dedicated Calendar
• Centralized Conversations Area
• Email & SMS Activity Tracking

• Notes, Tasks, & Appointment Setting Functionality
• Create & Store Templates

www.lastingmark.com Onboarding Guide 25