Automation & Follow-up

The Machine

• Understanding the "Machine"
• Getting Started with The Machine

SMS Broadcasting

• How To Confirm Leads In FreedomSoft For SMS/Text And Email Broadcasts
• How To Send an SMS Broadcast From FreedomSoft
• How to Edit an SMS Broadcast in FreedomSoft
• Using Merge Fields in FreedomSoft Text Messages
• Spin Text in Your SMS Broadcast
• Understanding SMS Deliverability Stats

Email Broadcasts

• How to Utilize Email Reports
• How to Send an Email Broadcast

Workflow Automation

• Workflow Automation – Statuses and Automated Follow-Up
• Lead Management with Statuses in FreedomSoft
• Defining Each Lead Status Inside FreedomSoft

Follow-Up

• Using the Task Manager in FreedomSoft
• Using Follow-Up for Pending Messages
• Replying to SMS Messages in FreedomSoft
• Using the Notifications Icon in FreedomSoft
• How to Manage and Delete SMS & Voicemail Notifications