Real Geeks Training
Right Leads, Right Time:
CRM Organization, Prioritization, and Communication Strategies

Categorize your contacts to prioritize, communicate, and follow up with leads the easy way. Interested in more training options? Check out our Real Geeks Training Sessions.

 

Training Benefits

Navigate your CRM like a pro

Know exactly where to go to find the information you need–hack your CRM time management to stay productive.

Quickly locate specific leads

Connect with the right contacts at the right time–Create dedicated criteria-based buttons for any group of leads in your CRM!

Get the inside scoop on your leads

No more guessing which properties leads will love. See what each lead is searching for, viewing, and saving on your website so you can have more productive conversations.

 

Items Covered

Benefits of CRM organization

Introduction to Leads List & Lead Profile

Best practices for lead organization