Super exciting times! We launched the next gen / new website last week, [RealtyInOrlando.com]
As a Team Leader of 15 Agents, we are all newbies to the new CRM. Is there a Training video series I can provide for my Team to get started?
Super exciting times! We launched the next gen / new website last week, [RealtyInOrlando.com]
As a Team Leader of 15 Agents, we are all newbies to the new CRM. Is there a Training video series I can provide for my Team to get started?
Hello, This has some great information in it. I hope that helps. Please let me know If you need anything further.
Hi Geoff, the link sent me to a login. Is there a video we can without logging in?
Hi Renee,
My name is Kyle,
Here are some links that you can share with the agents as well as instructions accessing our help center. Please let me know if there was anything specific you were wanting to share with your new agents.
Accessing Our Help Center
Looking to learn all about how to use your new site? Access our Help Center to find video tutorials walkthroughs and more.
It is easy to setup - just request to setup a new password on the login page (https://realestatewebmasters.zendesk.com/auth/v2/login/password_reset?auth_origin=44355%2Ctrue%2Ctrue&brand_id=44355&return_to=https%3A%2F%2Fsupport.realestatewebmasters.com%2Fhc%2Fen-us&theme=hc) (tip - look on the right hand side for “Have you emailed us? Get a password”). Click here (https://realestatewebmasters.zendesk.com/auth/v2/login/password_reset?auth_origin=44355%2Ctrue%2Ctrue&brand_id=44355&return_to=https%3A%2F%2Fsupport.realestatewebmasters.com%2Fhc%2Fen-us&theme=hc) to start exploring the amazing power behind your new site.
Links and walkthroughs for agents
Working a lead in the crm
(video)
https://support.realestatewebmasters.com/hc/en-us/articles/115005304703-Work-A-Lead-in-REW-CRM
Leads
(Manual)
https://support.realestatewebmasters.com/hc/en-us/articles/115002481306-Leads
Creating drip campaigns
(video)
https://support.realestatewebmasters.com/hc/en-us/articles/115005644486-Drip-Campaigns
(Manual)
https://support.realestatewebmasters.com/hc/en-us/articles/115002446423-Campaigns
Creating a group
(Manual)
https://support.realestatewebmasters.com/hc/en-us/articles/115002481206-Groups
Creating a Form letter
(Manual)
https://support.realestatewebmasters.com/hc/en-us/articles/115002430963-Form-Letters
Updating user preferences
(Video)
https://support.realestatewebmasters.com/hc/en-us/articles/360028832971-Updating-your-User-Preferences-Vision
Leads App
https://support.realestatewebmasters.com/hc/en-us/categories/115000535523-REW-Leads-App
To contact Support email:
support@realestatewebmasters.com
Hi Renee,
I found this as well
https://support.realestatewebmasters.com/hc/en-us/articles/360042584471-CRM-Video-Walkthrough-Guide
REW wants the Individual Team Members to initiate an account? I thought the account log in was for the customer.
Are any of the trainings available for us to send to our Agents, without a log in?
Hey @ReneeFunk,
I wanted to follow up with you regarding your original request. Our marketing team has put together a new channel containing our most popular how-to videos. You can share this link with your team, and there is no sign-in required.
Please let me know if you have further questions!
Cheers,
Lys
Squad lead, Customer Success Manager
@Lys_Glassford Oh my goodness! I missed this post notification!
Thank you for this follow up and solution.