Keep up with your contacts by sending them one-off emails or setting them up for ongoing Campaigns and Follow-up Plans.
In this section
Follow-up Plans
Use the Script Library
Zap C... read more
In this section
Zap offers several campaigns (automated email alerts) that you can assign to your buyers and sellers. You can access these options by selecting a contact’s profile and selecting Campaigns... read more
Make sure you're set up to receive new leads, and keep them up to compliance.
In this section
Receive, accept, and update leads
Compliance rules for updating leads
Lead Performance R... read more
In this section
Get a sense of what you need to get done for the day with your Zap Dashboard. You’ll see everything you need to complete, and as you get your work done, items will fall off your Dashboard.... read more
Use lead performance reporting in Zap to get an overview of how your leads are converting.
Narrowing down your reports
At the top of the page, you’ll see a field with a date range. Your reporting view is default... read more
In this section
Keeping your leads up to date in Zap is always a good practice – and if your brokerage is using compliance rules, it may be key to getting company leads.
What are compliance rules?
... read more
In this section
Recommend a search
1. Click on your contact's name to access their Contact Profile.
2. Click More and select Sign in as Contact.
3. You'll be taken to your customer's accou... read more
Dashboard
Your Dashboard is divided into five sections: Requests, New Leads, Meetings, Reminders, and Updates Due. Zap will display three items (requests, new leads, etc.) per section, but you can ... read more
In this section
New leads come from your agent website, company website, social media, etc. Learn how to accept company leads by phone and route your personal leads through third-party sources.
Accept n... read more
What is a Follow-up Plan?
A Follow-up Plan is a sequence of reminders and automatic emails that help you keep in touch with your contacts. Once you set up a Follow-up Plan, you will receive... read more
Easily contact your leads using the email and call scripts in the Script Library. Scripts can serve to communicate with everyday prospects or keep in contact with your customers.
Create an email s... read more
