Course curriculum

    1. Custom Fields

    2. Add Appointments

    3. Add Tasks

    4. Add notes

    5. Transactions & Docs

    6. Closed Transactions

    1. Smart Plans - How often do you review & edit?

    2. Newsletters - Topics and Schedule

    1. CRM Processes Workflow

    2. Lifecyle of a lead

    3. Online leads - Build relationships, Nurture & Close

    4. Strategies: 7-14-21-28

    1. Activities

    2. Open Rates

    3. Opportunities

    1. Listings & Open House forms

    1. Mass text to all leads

    2. Smart Plan (Edit & Rewrite)

    3. Newsletters

    4. Market Snapshots/Reports

    5. Handpicked Listings & Property Alerts

About this course

  • $105.00
  • 1 Day Hands-On Training Program

Disclaimer:

All materials are copyrighted—recording or taking screenshots is strictly prohibited. The trainer is not liable for incomplete topics if the session ends early due to participant fatigue or loss of focus or group decision to end early.