Getting Started with Sierra
Introduction to Sierra Interactive’s platform, covering initial setup, account creation, and resources to help you get started quickly.
Orientation & Approvals
Activate Your Sierra Dialer
CRM Setup
- Connect Your Email to Sierra for Seamless Communication
- Activate and Customize Your Sierra Calendar Integration
- Enhance Your Branding and Engagement with an Effective Email Signature
- Understanding User Types in Sierra: Primary Manager, Manager, Agent, and Lender
- Integrate Lender Users for Lead Management
- Adding and Managing Users in Sierra
- Manage Notification Settings for Leads (Email, Text, and In-App)
Connect Your Data
Launch Your Website
- What Is DNS and Why Does Sierra Interactive Manage My Domain?
- How Domains, DNS, and Support Requests Work
- Connect Your Domain: Updating Nameservers in Squarespace
- How to Change Nameservers in GoDaddy
- How to Change Nameservers in Namecheap
- Sierra Interactive's Dynamic Ads for Real Estate on Facebook & Instagram
- Generate Consistent Leads with Sierra's Google Ads Management
Start Working with Leads
- How to Download and Use the Sierra Mobile App to Manage Your Leads on the Go
- Using the Lead Detail Page to Drive Conversions
- Build a Daily Workflow That Works in Sierra
- How to Effectively Manage Lead Statuses to Boost Team Efficiency
- Scale Your Lead Follow-Up with Fully Automated Action Plans
- Maximize Lead Engagement with Traditional Action Plans
- What Are Lead Accelerator Smart Filters?
Enhance Your Site
- Boost Your SEO by Creating a Unique Community Pages Template
- How to Create and Manage Blog Posts in Sierra
- Create Tracking Links to Capture More Leads
- Create Effective Seller Lead Sites to Capture Homeowner Leads
- Boost Trust and Conversions with Client Testimonials
- Elevate Your Listing Detail Pages: Engage Visitors and Convert Leads
- Maximize Real Estate Listing Exposure with Single Property Sites
- Enhance Your Open House with Seamless Lead Capture