Duration : 1:30Instructor : IsraaTraining in French
Topics Covered
What You Will Learn in This Training Session
CRM Premium: Level 1 An overview of the Centiva CRM and opportunities.
Create an Opportunity or a Contact in the CRM
Learn how to efficiently create a contact or an opportunity in the CRM to get your client follow-up off to a strong start.
Understand Pipeline Organization
Explore the logic behind pipelines and the complete lifecycle of an opportunity, from creation to closing.
Manage Opportunity Statuses
Master statuses, filters, and display options to better organize and prioritize your opportunities.
Track and Follow Up Using the Management Pipeline
Explore the opportunity management pipeline: lead sources, reminders, notes, follow-up dates, and best practices.
Use the My Listings Module
Understand the unique structure of this module, which is centered on properties rather than contacts.
Discover Our Upcoming Training Sessions
The Date and Time Don't Fit Your Schedule?
Check our calendar to view all our upcoming training sessions and select the one that best fits your availability and needs.
Want to Learn More About Our Services?
Talk to one of our experts to get detailed information and answers to all your questions about our powerful suite of tools designed for real estate brokers. We're here to assist you every step of the way.
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