French

New Features: Optimize Your Opportunities

TRAINING DATE:

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Duration

1h30

Instructor

Instructor

Israa

Israa

New Features: Optimize Your Opportunities

topics covered

What You Will Learn in This Training Session

Whether you work solo or as part of a team, learn how to structure your follow-ups with precision and maximize your conversions using the new features of CRM Premium.

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Smart Lists and Views

Create personalized views and dynamic opportunity lists to instantly target the files that require your immediate attention.

Smart Lists and Views

Create personalized views and dynamic opportunity lists to instantly target the files that require your immediate attention.

Smart Lists and Views

Create personalized views and dynamic opportunity lists to instantly target the files that require your immediate attention.

Strategic Tagging System

Add specific labels like "hot lead" or "notary this week" to ensure more rigorous and structured follow-up.

Strategic Tagging System

Add specific labels like "hot lead" or "notary this week" to ensure more rigorous and structured follow-up.

Strategic Tagging System

Add specific labels like "hot lead" or "notary this week" to ensure more rigorous and structured follow-up.

Visual and Intuitive Pipelines

Customize the colors of your stages for a quick, fluid, and intuitive overview of all your pipelines.

Visual and Intuitive Pipelines

Customize the colors of your stages for a quick, fluid, and intuitive overview of all your pipelines.

Visual and Intuitive Pipelines

Customize the colors of your stages for a quick, fluid, and intuitive overview of all your pipelines.

Tailored Business Processes

Adjust your pipelines and checklists to perfectly reflect your own business rules and your unique way of working.

Tailored Business Processes

Adjust your pipelines and checklists to perfectly reflect your own business rules and your unique way of working.

Tailored Business Processes

Adjust your pipelines and checklists to perfectly reflect your own business rules and your unique way of working.

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TRAINING DATE :

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Would You Like to Find Out More About Our Services?

Talk to one of our experts for detailed information and answers to all your questions about our suite of powerful tools for real estate brokers. We’re here to help you every step of the way.

Book a strategy call

Woman holding a smartphone looking through the glass

here to help you

Would You Like to Find Out More About Our Services?

Talk to one of our experts for detailed information and answers to all your questions about our suite of powerful tools for real estate brokers. We’re here to help you every step of the way.

Book a strategy call

Woman holding a smartphone looking through the glass

here to help you

Would You Like to Find Out More About Our Services?

Talk to one of our experts for detailed information and answers to all your questions about our suite of powerful tools for real estate brokers. We’re here to help you every step of the way.

Book a strategy call

The Date and Time Don’t Fit Your Schedule?

Check our calendar to view upcoming training sessions and select the one that best fits your availability and needs.

Training schedule