🚨 Live CRM Coaching Next Week! Save this date! 🗓️

CRM
1

During our last coaching session, @Morgan gave us an in-depth walkthrough of the Automations feature in the CRM. He also shared a sneak peek of the upcoming triggers, conditions, and actions being introduced in Phase 2.

We’ve scheduled our next session for Wednesday, July 2nd, at 12pm PST where we’ll be diving into Deal Management. This session will cover budget tracking, source attribution, and ROI reporting.

Register here to reserve your spot—you won’t want to miss it!

REW CRM Training-July 2-banner-2

Special thanks to Kris Schwab for suggesting next week’s Feature Focus! If there’s an REW CRM feature you’d like us to cover in the future, feel free to leave a comment below or mention it live during the session. We’re always open to your ideas! :slight_smile:

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Thanks for the heads-up, Elianna! I missed the last session, but planning to join this one .Dealal management is something I’ve been meaning to dig into more. Looking forward to the breakdown on ROI tracking, especially. Appreciate the regular updates!