Access CRM Modules
Contact
1 Connect information
2 Contact Information requested
3 Contac t assignment Assignment
Engagement
>>Prepare a contact profile
Property requests from associates
Receive the sampling from associated
Tour
>>Prepare an itinerary for the associate tour from properties received
An introductory letter to each associate participating in the tour,
Introduce lead to an attorney for free meeting
Introduce lead to Immigration specialist for free meeting
Offer to purchase
>>LOI (letter of intent)
Sale
>>Contract signed w closing date
>>Closing
Accounting
Bookkeeping to share commissions
Report sale and taxes due
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