Hi!
If you’re using REW CRM, I’m curious, have you tried the Engagement Wheel on the lead details page?
It’s a really helpful tool that gives you a quick look of your agent tasks and lead activity. On the left side of the wheel, you’ll see the agent tasks: logging a call, recommending a listing, sending an email, and assigning the lead to an action plan. Each item turns from grey to full color once it’s completed, and there are quick action buttons so you can accomplish tasks without leaving the page.
On the right side, you’ll find key lead activities, like sending an inquiry, saving a listing, creating a saved search, and subscribing. These also update automatically as your lead engages with your site.
Using the Engagement Wheel is also a great way to get more familiar with the CRM by encouraging you to explore features like action plans and saved search.
Check out our Engagement Wheel blog post to learn more about how it works.
Also, don’t miss our Summer Promotion! It’s the perfect time to upgrade or expand your tools with deals on REW CRM, modules, and professional services like SEO and design.
If you’re a current client, please feel free to reach out to your Account Manager to learn more.