This webinar covers drip (pre-scheduled) email, custom email groups, and creating telephone and postal mail lists. We'll also show the robust List Manager to create Birthday, Transaction Anniversary, and Wedding Anniversary lists, and to create outreach lists based on location, tags, email group, and more.
ONE CRM includes extensive lead-management tools. Learn how apply these and maximize your results for individual leads and groups of leads. This session will cover lead tracking, lead source-tracking, the unlimited tagging system, email options, and how to delete, demote, promote, or reassign leads.
Action Plans are pre-sequenced task reminders over ANY time period, days, weeks, months, or years. Learn to use (and build) action plans for lead follow-up over days and weeks, listing launches or closings (weeks/months), or post-sale retention (lasting years). This session begins with real-world examples like lead follow-ups, listing launches, and post-sale retention plans, and ends by showing how Action Plans can be built or modified in Admin accounts.
ONE CRM organizes contacts into (A) Leads being qualified, and (B) Prospects in transaction mode. This webinar covers the transaction phase, including promotion of qualified leads to prospects, adding multiple transactions, tracking one or multiple transactions, and how to conclude transactions.
ONE CRM has two account types, Administrators and CRM Users. This session for Admins covers how to assign permissions, how to edit 7 underlying team-wide menus (like Lead Status, Contact Types, etc.), how create or modify Action Plans, creation of email Groups, and how to use the List Manager to create team-wide or agent-specific outreach lists. In addition, in this webinar we'll offer tips to get your CRM system launched strongly, and how agents and teams can see the greatest impact possible.