Contacts
“The beginning is the most important part of the work.” – Plato
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 price range
- Enter manual to-dos and reminders under “Events” to help ensure follow up
- Create a list of programmatic activities and use your CRM to plan and track!
- Ready to dig deeper? Check out this REW tutorial on YouTube.