Contacts
“The secret of getting ahead is getting started." — M. Twain
How To Set up a CRM for Success
Make sure your profile is complete and up-to-date in the menu for “Preferences”
Select CRM and enter customer info or ask for help uploading a bulk list
Add as many emails, phone numbers, addresses, notes, and links as needed
Set up a saved search for their current or aspirational neighborhood and range
Enter manual to-dos and reminders under “Events” to help ensure follow up
Create a list of programatic activities and use your CRM to plan and track!
Ready to dig deeper? Check out this REW tutorial on YouTube.
