Autoplay
Autocomplete
Previous Lesson
Complete and Continue
Get Onboard with OurProperty 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?
Section Summary
CRM How To Guides
How to Manually Add a New Lead to the CRM
How to Automatically Add a New Lead to the CRM
How To Set up BDM's for Automatic Allocation of Leads
How to Record a Call in the CRM
How to Record the Appraisal Amount for a New Lead Property
How to Update the Lead Source
How to Create an Action Plan
How to Add a Second Contact to a CRM Property
How to Archive a Contact from the Lead Enquiries list in the CRM
Section Summary
CRM Reporting, Settings & Course Summary
Stale Properties Report
Referrer in Client Hub & Referrer Revenue Share Report
CRM Reporting
CRM Settings
Section summary
Still looking for more information? Watch our recent webinar!
Section Summary
How to Archive a Contact from the Lead Enquiries list in the CRM
Lesson content locked
If you're already enrolled,
you'll need to login
.
Enroll in Course to Unlock