Organize Your New CRM

                                                   

                                                     Setup & Organize Your CRM 

Setting up and organizing your CRM is a big part of making sure communication stays consistent and agents know which leads to contact as a priority. Watch the video below now, or register to see this live webinar here. This training is offered every Monday and lasts up to 30 minutes.

This training covers:

 

- Leads vs People
- Adding a Lead
- Add/Remove contacts from Leads Index
- Using Brivity Statuses
- Using Tags
- Creating Smart Filters (lists of contacts)

Or watch below now!