This video explains how to use action plans in the Agent Sauce Real Estate CRM. After watching this video you will be able to: Edit Existing Action Plans Add New Action Plans Assign Contacts to Action Plans Have questions or comments? Leave them below!
The video above provides a brief overview of the Agent Profile settings available to Agent Sauce CRM users. The steps are also outlined below. Click on “edit profile” in the dropdown by your email and photo in upper right corner Review the tabs and make sure that all of the information is complete and accurate:…
This is a quick informational video that outlines the features and data collection capabilities of the Agent Sauce Real Estate CRM. Some of the data fields that can be collected are: Gender Birthday Relationships Contact Grade Contact Source Interest Tagging Notes Action Items Lead Status Tracking Closing Information
