Now that you've successfully added leads to your BrokerBlocks account, it's time to take the next step and send them a presentation touchpoint.
You can send a presentation touchpoint using these methods:
NBA
Opportunities list
Note: NBAs will not work for manually added leads (quick add or add opportunity) only trigger for leads imported from a CRM.
Start here
Start by logging into your BrokerBlocks account. You'll see two sections on the dashboard.
The first section located in the center of your dashboard displays the Recommended Next Best Actions Cards. Next Best Actions show you the leads that need your immediate action.
For a new lead, the first touchpoint recommended is the Presentation touchpoint.
2. Click the edit icon to edit the content and copy before sending your presentation
Click the send icon to send a touchpoint without editing the content or copy of your presentation
Click the paint bucket icon to edit the look of your presentation
Click the eye icon to preview the presentation before sending
3. When you click on the edit icon it will take you into the edit pane
Note: Use the right panel to select, hide, and rearrange slides.
4. Once you click share, edit your message:
You will brought to the edit pane to edit your message.
Note: To send the touchpoint as an email and an SMS. Confirm your lead has agreed to accept SMS by toggling on 'This lead has agreed to receive SMSs.'
5. Chose how to send your touchpoint:
If you choose to send both, make sure to make any customizations to both messages.
6. Click live preview to see the touchpoint prior to sending or send if you are satisfied with your edits.
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