FlexCRM™
Understand the various ways you can utilize our FlexCRM™ tools.
Lead Routing
- Lead Channels: Buyer Leads (IDX Search)
- Lead Channels: Buyer Leads (Featured Listings)
- Lead Channels: Buyer Leads
- Lead Channels: Recruiting Leads
- Lead Channels: Testimonial Leads
- Lead Channels: Seller Leads
Client List
- Creating and Understanding Pipelines
- Adding a Client to Your CRM
- Uploading Your Client List
- Exporting Your Client List
- Generating Fake Clients in the CRM
- Using List Views
Client Profile
- Client Profile Overview
- Updating and Sending Client Login Information
- Using Filters in FlexCRM to Organize and Segment Your Clients
- Updating Your Client's Interests
- Assigning Tags to a Client
- Adding Tasks in the CRM