1. Opt In the Email Address

2. Send the Launch Email

3. Apply all 7E Email Flags

1. In the top menu, hover over Contacts and choose Add Contact

2. Create a new contact and click Save

3. Click Actions

4. Click Apply Action Set

5. Select the Start 7E action set

Choose the appropriate option for you Lender/Realtor.

If you do not see the Start 7E Action Set click here to add it and come back to finish setup for this contact record.

6. Review the automatic actions and click Apply

7. Your new contact has been started on the 7 Essential correspondence

Actions Taken:

1. Email set to Opt In

2. 7E Email Flags Applied

3. Notes Added

4. Launch Email Sent