SalesDrip Wiki

User Guide

Table of Contents

Accessing SalesDrip
Logging In to SalesDrip
Reset Your Password

*General Concepts*
Contact Status Terminology
Buyer Journey Stages Explained
System Flow Chart

*Drip Templates & Workflow Timing*
Brochure(s)
Enlighten Stage Drips & Timing
Discover Stage Drips & Timing
Evaluate Stage Drips & Timing
Justify Stage Drips & Timing
New Customer Workflow & Timing
Customer Workflow & Timing

*Starting & Adjusting Campaigns*
Send A Brochure & Start A Drip Campaign (Video)
Send A Brochure Only (Video)
Adjust Buyer Journey Stage (Video)
Start A New Customer Campaign (Video)
Start A Existing Customer Campaign (Video)

*Contacts*
Adding A New Contact (Video)
Quick Seach For A Contact (Video)
Detailed Search For A Contact (Video)
Mapping Contacts In A Group (Video)
How To Sort Contacts (Video)
Quick Add A Activity (Video)
Add An Activity (Video)
Overdue Activity - Find & Complete (Video)
Completed Activity - Find & View (Video)
Outstanding Activity - Find & View (Video)
Creating & Emailing a Rate Quote (Video)
Create An Opportunity (Video)
View & Move Opportunities (Video)

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