Timeless Roadmap To Real Estate CRM Success - Series 2
Take your CRM to the next level - Organize and Optimize your CRM - Learn CRM Best Practices - Build relationship with online leads - Learn strategies to create smart plans and newsletters
Custom Fields
Add Appointments
Add Tasks
Add notes
Transactions & Docs
Closed Transactions
Smart Plans - How often do you review & edit?
Newsletters - Topics and Schedule
CRM Processes Workflow
Lifecyle of a lead
Online leads - Build relationships, Nurture & Close
Strategies: 7-14-21-28
Activities
Open Rates
Opportunities
Listings & Open House forms
Mass text to all leads
Smart Plan (Edit & Rewrite)
Newsletters
Market Snapshots/Reports
Handpicked Listings & Property Alerts
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.