Best Practices for Lead Follow-Up & Engagement

Your daily workflow and best practices:

• Bookmark/Favorite https://crm.yourelevate.com on your web browser (e.g. Chrome, Safari, Firefox) on your computer, phone, and/or tablet.

• Login to the CRM with your email address and password.  

• Click notifications and view most recent lead activity. Click on any lead notification that requires attention. 

• Proceed with phone calls, texts and emails via the CRM.

• Complete tasks, take notes and review Communication and History as necessary.

• Next, click the Elevate logo to return to the dashboard and work your leads by clicking on any status (New, Engaged, etc.), 

• OR click on "Leads" from the Elevate menu and click "Score" twice to sort your leads by high to low scores.