1/14/2021 Tracking Transactions in Keap and the Manual Call Tracking with a New ISA

Topics Covered

  • Tracking transactions in Keap with custom note fields and adding to dashboard
  • The ISA manual tracking system for Excel sheet old leads
  • X when they call
  • Circle if they answer
  • Red highlight – Bad info/lead / Yellow Highlight – Long term nurture / Green highlight – Set appointment