Book Image

Keap Cookbook

By : Michelle Bell
Book Image

Keap Cookbook

By: Michelle Bell

Overview of this book

Say goodbye to feeling overwhelmed by Keap Pro/Max! This guide is your ultimate companion, taking you from the initial setup to daily usage and routine maintenance, showing you how to leverage the system’s features for business success. We start by building a solid foundation for Keap Pro/Max, guiding you through the setup and helping you navigate the features with ease. As you progress, you'll uncover advanced strategies and tricks that will elevate your business. Imagine managing your customer relationships effortlessly, delighting them at every step. Learn how to organize your contacts, track sales, and enhance the customer experience. Say goodbye to manual tasks and hello to efficiency by automating your marketing campaigns. You'll target your audience with precision and create personalized customer journeys. Need to generate leads? This book reveals proven techniques to attract, capture, and nurture leads effectively. You'll master campaign management, ensuring every step is seamlessly executed for maximum conversions. By the end of this book, you’ll be a Keap Pro/Max wiz, ready to dominate your niche and scale your business using the power of automation to supercharge your marketing efforts and achieve workflow mastery.
Table of Contents (20 chapters)
Free Chapter
1
Part 1: Getting Started with Keap
4
Chapter 3: Managing Contacts
5
Part 2: Streamlining Communication
8
Part 3: Sales Pipeline Management
10
Part 4: Automation and Reporting
14
Part 5: Integration and Optimization

Managing user accounts

As new employees enter your business, they will likely need access to your CRM system. Conversely, you may also find yourself needing to remove or deactivate users when an employee leaves your business. While the process of adding a new user is fairly simple, removing a user has the added layers of reassigning contacts, deals, and tasks to another user so that your leads and customers continue to be managed.

Once your new employee is trained, you may find yourself needing to reassign those tasks, contacts, and deals again to redistribute the workload among your team.

In this recipe, we will go over the steps for creating/deactivating users in Keap.

How to do it…

Adding additional users to your CRM system by defining them as job roles rather than personal identities can have massive benefits in terms of growing your business.

In general, people will come and go from your company, but the job roles will remain the same. Rather than creating...