Actions | Knowledge Base | Better Sales Pro

Knowledge Base

Knowledge Base › Actions

Actions

Learn how to manage actions

13 articles

Using a Letter Template

Letter actions gives you an easy way to create and send letters. Our system will automatically generate a PDF letter that can include be multiple pages depending on…

1 min read

Merge Codes

Merge codes are a helpful tool that can automate many of your business and marketing processes. Merge codes allow for the customization of the action to ensure it's…

2 min read

Text Campaign Compliance

Who Makes SMS Compliance Rules? Compliance is crucial for keeping marketers in line. It's unwise to assume all marketers have their customers' best interests in mind…

3 min read

Make Calls with the Power Caller

The article will describe how to set up and use the Power Caller upgrade. This upgrade allows progressive dialing, an efficient way to directly call lists of phone n…

1 min read

Create a Call List

The article will describe how to create a call list that includes properties and contacts (leads). All accounts have the ability to create call lists. Call lists are…

2 min read

Add a Contact to Call List

The article will describe how to add an individual contact to a specific call list or multiple call list. Add a Contact to Call List Adding a single contact (lead) t…

1 min read

Create a Phone Number

Easily reserve and use local and toll-free telephone numbers with WE ARE REALTY. Our system is designed around efficient business services and at the core to custome…

1 min read

Create an Action Plan

Action plans allow you to follow up with specific leads using customized actions set at specific times. This allows you to consistently follow up with contacts autom…

1 min read

What are Actions?

Actions are points of contact with properties and/or contacts. Actions include: Phone Calls Text SMS Messages Mailed Letters Mailed Postcards Mail Labels Emails Remi…

1 min read

Text Message Rules and Regulations

It's Illegal It’s illegal to send unsolicited commercial email messages to wireless devices, including cell phones and pagers, unless the sender gets your permission…

2 min read

Create a Letter

The article will describe how to easily delete a contact permenantly from your account. We stress that this be used with careful consideration since all data for tha…

1 min read

The Do Not Call List

The United States Do-Not-Call Registry aims to protect consumers from these unwanted phone solicitations. While it has been around for over a decade, many still don’…

4 min read

Postcard Image Prepping

Sending postcards on WE ARE REALTY is easier than ever. Our system allows you to store postcard templates and send them on demand. This gives you full control of you…

2 min read