Page 29 - Impact Legacy Group : Onboarding Guide

TOOLS & RESOURCES

IMPACT LINK+

Empower your business for growth and profitability with our
groundbreaking tools and resources.

We’re excited to introduce our very own, industry leading CRM built
exclusively for Impact sales agents and team builders! This user-friendly tool
is loaded with features to help you stay organized and work more efficiently.

With an integrated autodialer, you can speed up your calls, while automated
emails and texts keep you connected with your clients and leads effortlessly.
Plus, our CRM offers an easy-to-use pipeline creation and management
system, making it simple to track your sales progress.

Make the most of this powerful resource, exclusively available to the
Impact family.

• Disposition Sales Leads

• Manage & Notate Clients
• Track Licensed & Unlicensed Recruits
• Choose Phone Numbers for Outbound
Click-to-call Dialing

• Automatic Integrated Power Dialer
• Recorded Phone Calls
• Automated SMS & Email Communications
• Create & Send SMS & Email Marketing Messages
• Reporting & Analytics

• Import Leads, Customers & Recruits
SCAN HERE
• Export Entire Universe of Your Data
• Dedicated Calendar
• Centralized Conversations Area

• Email & SMS Activity Tracking
• Notes, Tasks, & Appointment Setting
Functionality
• Create & Store Templates
https://app.impactlegacygroup.com/

IMPACT LEGACY GROUP Onboarding Guide 29