CRM
Store & manage Lead Enquiries, set up your Action Plans & Mailing Lists for Investors
Learn how to set up and complete an electronic managing authority with OurProperty
Your Instructor
Course Curriculum
CRM - Customer/Client Relationship Management
Available in
days
days
after you enroll
CRM How To Guides
Available in
days
days
after you enroll
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StartHow to Automatically Add a New Lead to the CRM
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StartHow to Manually Add a New Lead to the CRM
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StartHow To Set up BDM's for Automatic Allocation of Leads
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StartHow to Add a Second Contact to a CRM Property
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StartHow to Update the Lead Source
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StartHow to Record the Appraisal Amount for a New Lead Property
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StartHow to Record a Call in the CRM
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StartHow to Create an Action Plan
CRM Reporting
Available in
days
days
after you enroll
Frequently Asked Questions
When does the course start and finish?
The course starts now and never ends! It is a completely self-paced online course - you decide when you start and when you finish.
How long do I have access to the course?
How does lifetime access sound? After enrolling, you have unlimited access to this course for as long as you like - across any and all devices you own.
What if I am unhappy with the course?
We would never want you to be unhappy! If you are unsatisfied with your purchase, contact us in the first 30 days and we will give you a full refund.