Billie of Commonwealth Curb Appeal tells us how she gets her leads to use Groundwork
Jeff goes through what Zapier is and how you can leverage it to make your life that much easier!
Learn how to use the notes section within each lead.
Learn how to connect online calendars such as Calendly or You Can Book Me, to Groundwork.
Learn how to assign someone from your team to a specific lead.
Learn how to use the filters on the Groundwork dashboard to make your life easier!
Learn how to remove users (not leads) from your Groundwork account
Learn how to customize what lead info is shown on each individual lead card.
Learn how to adjust the notifications from Groundwork specific to each user.
Learn how to use templates within the Groundwork messaging system to quickly respond to leads.
Set up your Facebook away message so that when homeowners message you via Facebook, they are directed to submit a video of the work they want done!
Use Zapier to integrate your CRM, track metrics, send emails, and more!
Save Groundwork to your phones home screen for quick access.
Learn how to add Groundwork to your website.
Learn how to enter a lead manually via the Groundwork dashboard. Great for when leads call in.
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