CRM Premium Understand the CRM and pipeline structure to better organize and qualify your leads.
Create an Opportunity or a Contact in the CRM
Learn how to effectively create and manage your contacts or opportunities within the CRM to get your customer follow-ups off to a great start.
Understand Pipeline Organization
Explore pipeline logic and the complete lifecycle of an opportunity, from opening 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.
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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