This is a comprehensive introduction to our business planning software. It is recommended that you watch this video and start your own plan before scheduling a coaching session with Rich.
Recorded on October 12th, 2021
It is really easy to add your listing agreements into realosphere. Create your contact then create the new listing transaction from your contact record and upload your documents. All of your listings must go into realosphere. Check out the video and reach out to me or Rich if you have any trouble!
Remember to take advantage of the Salesforce Mobile app. From the menu list you can search for specific documents, see all of your contacts and their information as well as add new contacts. You can also create transactions, log calls, create tasks and take notes. You also have access to all of your files under […]
Go into your contacts in realosphere and pull up your realtor.com leads view. (*You can do this activity with any of your contacts in realosphere on a regular basis*) Call, email or text to follow up and touch base with each one. Record your notes on the right hand side under Activity. It will keep […]
Learn the fundamentals of the company’s integrated CRM and transaction management system.