Tying It All Together
Now that your Keap account has been set up, let’s take a peek into the life of a Keap user – a day brimming with efficiency and productivity. Kickstart your morning by logging in to the platform and glancing at your dashboard, where you will catch a glimpse of key metrics, upcoming tasks, and recent customer activity.
As the day unfolds, you will seamlessly transition between managing contacts, automating workflows, and crafting targeted email campaigns. Harnessing the full power of Keap’s features, you will nurture leads, track sales opportunities, and interact with customers – all in a day’s work.
In this chapter, we will dive into applying the most commonly used functions to your daily routine. We will cover the following recipes:
- Uploading files
- Recording payments
- Manually adding and/or removing contacts from an automation
- Sending invoices and quotes
- Adding notes to a contact record
- Adding...
