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CRM
CRM - Customer/Client Relationship Management
CRM Overview
CRM Hub
CRM Actions
CRM Action Plans
CRM Mailing List
CRM Lead Enquiries
Home Owners Identified During Application Process - Potential Investors?
CRM How To Guides
How to Automatically Add a New Lead to the CRM
How to Manually Add a New Lead to the CRM
How To Set up BDM's for Automatic Allocation of Leads
How to Add a Second Contact to a CRM Property
How to Update the Lead Source
How to Record the Appraisal Amount for a New Lead Property
How to Record a Call in the CRM
How to Create an Action Plan
CRM Reporting
Stale Properties Report
Referrer in Client Hub & Referrer Revenue Share Report
CRM Reporting
Section summary
Stale Properties Report
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