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
- Join Live Training Sessions & Explore Sierra Learning Resources
- Setting Up Your Email Signature in Sierra
- Understanding User Types in Sierra: Primary Manager, Manager, Agent, and Lender
- Integrate Lender Users for Lead Management
- Adding Users and Managing Their Roles and Permissions in Your CRM
- Controlling Lead Notification Settings for Email, Text, and In-App
Connect Your Data
Launch Your Website
Start Working with Leads
- Sierra Interactive Mobile App Guide
- Using the Lead Detail Page to Track Activity and Drive Follow-Up
- Building a Daily Workflow That Improves Follow-Up and Conversions
- Manage and Track Lead Statuses
- Fully Automated Action Plans for Lead Follow-Up at Scale
- Traditional Action Plans for Manual Lead Follow-Up and Outreach
- What Lead Accelerator Smart Filters Are and How They Can Help
Enhance Your Site
- Using Community Page Templates to Build Effective Content Pages
- 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
- Adding and Displaying Client Testimonials on Your Website Pages
- Elevate Your Listing Detail Pages: Engage Visitors and Convert Leads
- Creating Single Property Sites for Listing Exposure
- Setting Up Open House Lead Capture Forms for Automatic Routing