Hey everyone!
If you’re using REW CRM, you already know how helpful it is when it comes to managing leads, tracking deals, and keeping everything organized. But to truly unlock the full potential of REW CRM, having a clear and consistent workflow is important. Without a structured process, it’s easy to feel a bit lost or overwhelmed when trying to figure out where to start or what to do next.
That’s why we published a blog post outlining the ideal agent workflow. This guide covers everything from reviewing new leads and checking their status, to logging calls, sending listings, and managing events on your calendar. We also shared how to make the most of features like Action Plans, Smart Lists, Deals, and Agent Goals, which are all designed to make your day-to-day tasks more efficient.
I encourage you to check out the Agent workflow guide as soon as you can!
The agent workflow we created is highly recommended, but of course, feel free to tweak it to suit your unique needs and how your team works best.
Looking forward to hearing your thoughts on the workflow and how you’ll personalize it.