Maximize Your Productivity Anywhere with the Sierra Mobile App
Stay connected and efficient with lead management and communication at your fingertips.
Why This Feature Matters
In today’s fast-paced real estate market, staying connected while on the move is crucial. The Sierra Mobile App enables real estate professionals to manage leads and tasks efficiently, even away from their desks, ensuring that opportunities are never missed.
Step-by-Step Instructions
Download the App
1. For iOS Users: Visit the App Store to download the Sierra Mobile App.2. For Android Users: Download the app from the Google Play Store.
Core Features
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Instant Notifications: Customize your alerts for new leads, saved properties, info requests, and more.
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Bulk Actions: Send mass emails/texts and assign or unassign action plans quickly.
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Integrated Call List: Build and manage call lists, and contact leads directly through the app’s Dialer.
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Quick Lead Search: Search your CRM just like you do in the web app. Add new leads on-the-fly.
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Smart Filters: Easily switch between assigned leads, pond leads, and more with synced filters.
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Lead Contextables: Tap for extra insights on leads like recent searches and saved properties.
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Lead Detail Page: Access comprehensive communication history, tasks, and profile edits.
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Multi-Channel Communication: Communicate via email, text, calls, and site messages.
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Video Text Messages: Send personalized 20-second video messages to engage leads effectively.
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Inbox Management: Manage inbound messages, requests, and replies from any location.
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Mobile Task Manager: Complete your essential tasks while on the go.
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Built-In Support: Reach Sierra’s support team directly from your profile for assistance.
Best Practices
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Use smart filters to instantly qualify leads based on their needs and engagement level.
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Enable push notifications to keep updated on lead activities in real-time.
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Leverage the call list and bulk actions to enhance follow-up capabilities during downtime or travel.
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Create and send quick personalized video messages to foster deeper connections with potential leads.
Troubleshooting Common Issues
Issue: Not receiving mobile push notifications
Fix: Ensure app notifications are enabled in your phone settings and under “Notification Settings” in the app.
Issue: Lead activities missing from the mobile app
Fix: Confirm the lead is assigned to you and that your filters correctly match your assigned leads.
FAQs
Q: Is the mobile app free?
A: Yes, it’s free to download for both iOS and Android platforms.
Q: Are there features exclusive to the mobile app?
A: Yes! Features like QR lead generation, activity indicators, lead contextables, and mobile video texts are available only on the mobile app.
Q: Can I manage tasks and inbox messages in the app?
A: Absolutely! The app provides full access to your Inbox and Task Manager.