Plan marketing activities

Platform: ResiCRM · For: Sales, Executive Director

Marketing is a calendar of events, outreach and campaigns. Find it under Engagement.

Add an activity

1. Choose New activity.
2. Enter the Title.
3. Pick the Activity type: Hosted event, Attended event, Professional outreach, Campaign or Other.
4. Pick the Primary community, Start, End, Owner and Status.
5. Add Location, Helpers, Description and Expected leads if useful.
6. Choose Save activity.

Each type starts with a standard prep checklist that you can adjust.

Run the activity

1. Select the activity on the calendar.
2. Tick checklist items as they are done.
3. Choose Add guest, enter the details and choose Save guest.
4. Mark guests as attended.
5. Choose Convert to lead or Link existing lead for guests who are interested.

Record results

1. Under Results & follow-through, enter Outcome notes and Attendees count.
2. Choose Save results.

Good to know

• Status options are Planned, Confirmed, Done and Canceled.
• The calendar icon on an activity downloads a calendar event.
• Use Link existing prospect to attribute a prospect to the activity.
• Reminders in the bell cover event prep and results.
• Archiving an activity closes its reminders.

If something goes wrong

Use Help & support at the bottom of the left menu, or email support@resionboarding.com. Support hours are weekdays, 8 AM to 6 PM Mountain. Critical issues get a reply within 2 business hours. General questions get a reply by the next business day.