223 - CRM Organization Hacks - a podcast by Michael Montgomery

Organizing your CRM is not as challenging as it may seem. In this video, you’ll learn how to set up your CRM, how often to follow up with prospective clients, and the main focus at each stage. You’ll learn the framework that Takes you from lead, to opportunity, to prospect, to active clients. Each buyer or seller requires a different level of communication and service at each stage. 0:00 Intro

0:31 Issue with CRMs

0:45 Eisenhower Matrix

2:02 LOPA

2:17 Lead

3:42 Opportunity

5:33 Prospect

7:00 Active

8:53 Pending

10:08 Closed

10:58 Buckets

11:07 SOI A

12:35 SOI B

13:23 Archive

14:29 Dead Leads

15:15 Service Providers Sign up for the weekly Rev Real Estate School Newsletter: http://bit.ly/2RqWJbT

Rev Real Estate School is here to teach real estate agents how to become successful in their careers and double their income while working 5 days per week. The real estate agent tips and tricks will benefit beginner agents and growing REALTORs® with marketing ideas, database marketing, social media, scripts, dialogues, habits, mindset, networking, skills, and negotiation.

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