Before you begin
Complete the Quick start checklist first. Then pick the track that matches how contacts or leads enter your business.
Real estate brokerage — week one
- Day 1 — Capture: open house form → QR test; optional browser companion, Meta Lead Ads, default listing
- Day 2 — Pipeline: add listings → inquiry form from listing → IDX embed
- Day 3 — Follow-up: cadence template (email + SMS + call); form assignee + cadence on submit
- Day 4 — Contact: Phone & SMS → assign line → test Dialer on new contacts
- Day 5 — Close loop: request showing from listing; review form outcome funnel
B2B / sales — week one
- Day 1 — Pipeline: CSV import or manual leads; connect email (Pro) → triage Inbox queues
- Day 2 — Outreach: cadence template (demo follow-up or nurture); verify emails before send steps
- Day 3 — Capture: Contact us or Demo request form → embed on website
- Day 4 — Team (Pro+): invite teammate → assign leads → shared cadence templates
- Day 5 — Measure: Performance dashboard and deals pipeline
Suggested article order
- Workspace overview → Lead capture forms → Meta Lead Ads → Listings → Cadences → Phone & SMS → Dialer → Schedule
What you should see
You should be able to choose the right learning path for your business and explain why real estate workspaces use Contacts while other industries use Leads.