Step 1: Getting Your Credentials in Order Understanding Your Login Information First things first, let’s talk about those login credentials! You can’t get into High-Level CRM without the right username and password. If you’re like me, you might have a million passwords floating around in your head, or worse, saved in an insecure way. So, […]
Step 1: Setting Up Your SMS Transaction System Choosing the Right SMS Tool When I first started in real estate, choosing the right SMS tool felt daunting. There are so many options out there, each promising the moon and the stars. I recommend finding a tool that integrates smoothly with your CRM system. This will
Hey there! If you’ve ever felt overwhelmed by the vast world of Customer Relationship Management (CRM), you’re not alone. Trust me, I’ve been there too. But here’s the good news: mastering CRM doesn’t have to take forever. With the right strategies, you can get up to speed in just three days. Let’s dive into the
Step 1: Setting Up Your Streak CRM Creating Your First Pipeline When I first started using Streak, the initial setup felt a bit daunting. But once I dived in, I realized it was pretty straightforward. To create your first pipeline, you simply need to click on the Streak icon in Gmail and select ‘New Pipeline’.
Understand Your CRM Software Thoroughly Familiarize Yourself with Features One of the key things I learned while using CRM tools is the importance of getting to know the software inside-out. Each feature, from task management to contact segmentation, has its own advantages. Spend some time exploring these features; it’s worth it! When I first started
1. Organizing Your Contacts Effectively Create Contact Groups When I first started using Google Contacts, I found it a bit overwhelming with all the people I need to keep track of. One of the first things I did was create contact groups. This allows you to organize your contacts based on categories like clients, leads,
1. Choose the Right CRM for Your Needs Understanding Your Requirements When it comes to choosing a CRM, the first step is to really get a grip on what you need. Picture your day-to-day tasks: managing leads, tracking follow-ups, and analyzing your sales funnel. Each business is unique, so take the time to define your
Step 1: Identify Your Needs Understand Your Business Processes When I first started thinking about building a custom CRM, I realized the first step is all about understanding the unique processes of my business. You really can’t build something effective unless you know what problem you’re solving. Take a good look at how your sales,
1. Understanding the Dashboard Like Your Best Friend What You See Isn’t Just Interface When I first started using HighLevel CRM, the dashboard looked like a chaotic mess. I mean, it’s a lot to take in! But here’s the deal: understanding it starts with seeing beyond the colors and buttons. Each section represents a part