Key Lessons that you will learn:

What is a CRM and why you need it

Learn how to add contacts (step-by-step tutorial)

How to Group Contacts for Campaigns & Mailings (step-by-step tutorial)

How to Segment Contacts by Status

How to Add Contacts to Email Campaigns (step-by-step tutorial)

Helpful Resources

Best Practices for Contact Management

Homework

Add in current prospects & active clients

Gather contacts into a CSV file for Import, once complete send to heymarketing@coldwellbankerishome.com for import. IT can assist with exports if you need help accessing your contacts from your Icloud, Gmail, etc.