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.

(info) 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

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 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.

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

Ready for More?