SalesDrip User Guide

Table of Contents

Accessing SalesDrip
Logging In to SalesDrip
Reset Your Password
1st Task After Logging In
What Are Groups?
Contact Status Terminology
Buyer Journey Stages Explained
System Flow Chart
Brochure
Enlighten Stage Drips & Timing
Discover Stage Drips & Timing
Evaluate Stage Drips & Timing
Justify Stage Drips & Timing
Dashboard vs Expanded Dashboard
Contact Visibilty
Adding A New Contact
Searching for a Contact
Mapping Contacts
Opportunities
Starting Automation
How to Schedule a Task
How to Complete a Task
Create & Email a Rate Quote