BWise Video Tutorials
Develop New Business Wisely!
These brief video tutorials, led by Scott Leslie, Business Wise' VP of Development guide you step-by-step through the BWise system. (PC Speakers required)
BWise Basics - Getting Started Overview (Length: 15min)
- Feature Overview
- Basic Navigation
- Search & Query Overview
Match & Exclude your Clients from Target Queries (Length: 9 min)
- Match your client data in Excel against BWise
- Build a list of your clients in BWise
- Exclude clients from any BWise Queries that target new prospects
How to Build your DripList (Length: 10 min)
- Use Query to Select and add Contacts to your DripList
- Refresh your DripList before each Message Sent
- Add or Remove Contacts '1-at-a-time'
How to Record Activities & Schedule Follow Ups (Length: 10 min)
- Keep your CRM Clean!
- Record activities, notes and follow ups.
- Easily Filter your Activities by Type, Result & Date Range






