Training Benefits

Get people using your website

Adding contacts to your CRM gives them access to search, save, and share properties from your branded website.

Monitor website activity

Giving your contacts website access prompts activity! See which areas your contacts are searching in, the properties they’re viewing, and more.

All contacts in one location

Gather all of your contacts into a single database to streamline communication, and keep tabs on the contacts raising their hands.

Easy referral lead gen

Generate new leads via past clients and personal connections by spreading the word about your new, easy-to-use website.

Mass communication

Once your contacts are uploaded you have the ability to mass email them to market your business and introduce them to your new website!

Items Covered

Benefits of uploading contacts

How to upload contacts (file import)

Best practices to generate opportunities