This training reviews how to use core CRM features to improve communication, boost automation, and manage contact data with more control. The team explored how to customize contact fields, set up workflows for realtors, and use Workflow AI to streamline follow-ups and email actions.
They also discussed upcoming tools like mortgage calculators and rate alerts, along with practical tips to prevent Gmail spam issues using drip mode. Other highlights included managing servicing notifications, resolving smart list errors, and setting up office hours and strategy calls with LO Ninja. Participants received hands-on support for CRM fixes, workflow planning, and real-time automation strategies.
🟠Key Tools & Takeaways:
Workflow AI for smart automation
Customizable contact fields and realtor workflows
Rate alert setup and notification control
Drip email strategy to avoid spam filters
Scheduling tools and office hour setup with LO Ninja
🟣 Tip:
Use drip mode when sending large email batches to avoid landing in Gmail spam folders.