Now that you are all set up with Rex CRM, welcome to stage 3. Let’s take it up a level.
1
How did you go?
Est Time:
5 Mins
2
Watch the ‘Stage 3: CRM Basics’ intro video
Est Time:
1 Min
In this stage you can get the hang of recurring functionality. For example, creating a contact record, linking a buyer to a Property record, setting up a mailing list and building Match profiles.
2
Create a Contact Record for yourself
Est Time:
3 Mins
Click here to create a contact record
3
Create a Match Profile on your Contact Record
Est Time:
2 Mins
Click here to create a Match Profile on your Contact Record
3
Set up the Match Profile Campaign for Automatic Updates
Est Time:
1 Min
Click here to set up the Match Profile Campaign for Automatic updates
4
Create a Property Record for the office
Est Time:
3 Mins
Click here to create a Property Record for the office
6
Add a Tag on your Property and/or Contact record
Est Time:
1 Min
Click here to add a Tag on your Property and/or Contact record
Click here to add contacts to your Mailing List
Well done! You have completed all 3 stages of your Rex CRM onboard. Tommy’s Real Estate, welcome to Rex CRM!
