Set Up for Success with Business Builder

Welcome to Business Builder! You now have a powerful CRM and marketing center in one easy-to-manage system. Here are a few quick steps to ensure you are set up for success, so you can get the most from your system.

Check out Business Builder Bootcamp, our 3-part training series designed to help you get setup and leverage your Business Builder tools.

Set Up Your Profile

• First things first, if you haven't already selected your Business Builder subdomain and email prefix, click here to learn how.
• Review and update your account profile settings, so the profile information on your marketing materials is on point.
• Once your basic setup is complete, you can finish completing your profile.

Create Groups to Manage Contacts

• Create and manage groups to target your messaging and even automate your marketing, learn how!
• Learn how to manage and engage your contacts from your All Contacts dashboard.

Add Contacts to Your System

• Add people to your system and easily keep in touch with campaigns, newsletters, and listings.
• Ready to import all of your contacts? Our customer care team is here to help! Send a .CSV file including your contacts to imports@marketleader.com.
• Sync your LeadRouter leads to your Business Builder system

Add Contacts/Groups to Campaigns

• Now that you've created Groups and added your contacts, it's time to add them to an automated campaign! We recommend the 21 Stay in Touch or Life @ Home Newsletter to stay top of mind with your clients and sphere.

To log into your system, simply click on the links in the Business Builder section of your 21Online.

Ready for More?

• Follow the steps to customize your Business Builder website to maximize your online presence.
• Learn all about your Marketing Center, where you can create marketing materials and drip campaigns to stay top of mind.
• Promote your listings with the property marketing tools in your system.