Get Started with Your New CRM
Our on boarding process is divided into 3 parts. Each part will help you get set up with your new CRM and learn how to use it. It
1. Pre-onboarding survey: This survey will collect some basic information about you and your business. This information will be used to set up your CRM.
2. Onboarding calls: schedule 2 calls. One tech call to go through the technical set up of the CRM and a training call to get you started with the most important features of your CRM. These calls will help you get set up with the CRM and learn how to use it on a day-to-day basis.
Let's Get Your CRM Set Up
You'll be bringing in new leads in no time!
