Mastery Forum: Organizing Your Client Database
 «February 2019» 
      1  2 
 3  4  5  6  7  8  9 
 10  11  12  13  14  15  16 
 17  18  19  20  21  22  23 
 24  25  26  27  28 
View More Events

Mastery Forum: Organizing Your Client Database

Feb 26, 2019
Coaching members are invited to this week's Mastery Forum webinar at 12 Noon Pacific. Many agents know they need to organize their database, but they get stuck on how exactly to go about doing that. Should they just put everyone in there with no categories? Just have a category for past clients and nothing else? Should they note whether a client has provided them with referrals? What about if they are part of a niche market? Using Excel, Shauna show you how to put your database together, ideas for categories, and how sort your database so it is usable. Registration required, so check your email for details or sign-in and refresh this page.

↵ Full Calendar