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
Home Value Updates Listing Activity Reports New Listing Alerts
Zap offers several campaigns (automated email alerts) that you can assign to your buyers and sellers. You can access these op... 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
RequestsNew Leads & RegistrantsMeetingsRemindersUpdates DueZap News
Get a sense of what you need to get done for the day with your Zap Dashboard. You’ll see everything you need to compl... 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
What are compliance rules?Check your compliance status Update compliance
Keeping your leads up to date in Zap is always a good practice – and if your brokerage is using compliance rules, it... read more
In this section
Recommend a searchRecommend a home
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... read more
Dashboard ContactsBusinessAccounts
Dashboard
Your Dashboard is divided into five sections: Requests, New Leads, Meetings, Reminders, and Updates Due. Zap will display three items (requests, new lea... read more
In this section
Accept new Company Leads Funnel Leads into Zap from Zillow, Trulia and Realtor.com
New leads come from your agent website, company website, social media, etc. Learn how to accept company leads by... read more
What is a Follow-up Plan?Add, change, or remove a Follow-up PlanProgress a Follow-up PlanCreate a Follow-up PlanWhat is an Auto-assigned Follow-up Plan?
[video]
What is a Follow-up Plan?
A Fo... read more
Create an email scriptCreate a call scriptSend an email script Use a call script Check your email open rate
Easily contact your leads using the email and call scripts in the Script Library. Scripts can serve to communicate w... read more
