223 - CRM Organization Hacks

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.