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CRM structure outline

Access CRM Modules



1  Connect information

2  Contact Information requested

3  Contac t assignment Assignment



>>Prepare a contact profile

Property requests from associates

Receive the sampling from associated


>>Prepare an itinerary for the associate  tour from properties received

An introductory letter to each associate participating in the tour,


Introduce the lead to an attorney for a free meeting

Introduce the lead to the Immigration specialist for free meeting



>>LOI (letter of intent)



>>Contract signed w closing date



Bookkeeping to share commissions

Report sale and taxes due


Contact information