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
- 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 and Managing Users in Your CRM
- Lead Notification Settings: 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
- Manage and Track Lead Statuses
- 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
- Create Community Page Templates to Scale Your Sierra Website's SEO
- 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
- Add and Display Client Testimonials on Your Website
- Creating Single Property Sites for Listing Exposure
- Set Up Open House Lead Capture Forms