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
>>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
Contract
>>LOI (letter of intent)
Sale
>>Contract signed w closing date
>>Closing
Bookkeeping to share commissions
Report sale and taxes due
|