Lead Management Resources

Webinar: Introduction to the New Automation Features - Get an overview of REW CRM’s new automation features from Business Analyst, Rebecca Warn. This impactful tool is designed to save time and increase productivity by automating key processes.

Webinar: Utilize Smart Lists and Views For Lead Management - Utilize Smart Lists to filter leads, and Views for in-depth analysis. This webinar covers how to organize leads efficiently and gain actionable insights to improve your conversion strategy.

Webinar: Explore the New Lead Details Page - Explore the enhanced Lead Details page in our webinar with CEO, Morgan Carey. The new design gives real estate professionals a more detailed and intuitive view of their leads, making it easier to track interactions and manage follow-ups.

Webinar: Real Estate Webmasters' Product Roadmap - Join us for a deep dive into Real Estate Webmasters' Product Roadmap for 2024. This webinar will provide an exciting look at the upcoming features, enhancements, and innovations that will help you stay ahead of the curve.

How to Set Up REW CRM's Automation Feature - The REW Automation Engine enables you to streamline key tasks through powerful triggers, conditions, and actions. Explore automations and open up more time for building relationships and closing deals!

How to Set Up Smart Lists to Filter Leads - Smart Lists allows you to filter lead information based on criteria that matters to you, providing you with the tools to work your leads the way you want. Watch the video to see how Smart Lists can streamline your workflow and improve lead management!

Automate and Streamline Your Workflow with Action Plans - Action Plans in the REW CRM are designed to help you automate and streamline your lead engagement process. Watch this comprehensive guide to learn the step on how to set up your own Action Plans.

How to Set Up Lead Pools - Lead Pools streamlines the lead management process, ensuring that no lead is overlooked and team efficiency is maximized. Watch our step-by step guide on how to set up and utilize this REW CRM feature.

How to Set Up REW CRM's Sources Feature - Discover how to track where your leads are coming from and gain valuable insights to optimize your marketing efforts. With REW CRM's Sources feature, you can make data-driven decisions to improve conversions.

How to Navigate the Lead Details Page - Navigate and utilize the new Lead Details Page in the REW CRM. This instructional video covers how to access detailed information about your leads, track interactions, and manage follow-up activities to enhance your lead management workflow.

How To Create Lead Groups in the REW CRM - Learn how to create and manage lead groups in REW CRM to organize your prospects efficiently. This quick tutorial walks you through the process, helping you streamline follow-ups and improve lead management.

What's New: Lead Details Page Redesign - Explore the updates to the Lead Details Page, and discover the improvements in layout, functionality, and user experience. Uncover how these enhancements streamline lead management, making it easier to track, update, and engage with your leads.

Better Lead Insights with Motivations, Interests and Tags - Learn how to enhance your lead insights by effectively using REW CRM's Motivations, Interests, and Tags. Utilize this feature to help you better understand and engage with your prospects!

Leads Group Mass Unassignment, Deals, Budget and Commission Data - Discover the process of mass unassigning leads from groups, handling deals, and managing budget and commission data in the REW CRM.

Track Your Marketing Channels' ROI with Source Management - Watch this video to learn how to track your marketing channels' ROI using Source Management. This feature helps you identify which sources generate the most valuable leads, allowing you to make data-driven decisions and optimize your marketing spend.

Webinar: Intranet, Lead Source Management, Lead Stage - Dive into how to effectively manage the intranet, leverage lead sources, and track lead stages. This webinar highlights the REW CRM tools that help you streamline lead management, improve internal communication, and maximize your marketing efforts.

Webinar: Agent Workflow in the REW CRM - Start optimizing your daily workflow using the REW CRM. You'll learn how to efficiently manage leads, track interactions, and streamline your processes to boost productivity.

Webinar: SEO Best Practices, Lead Routing Feature - Discover essential SEO best practices and learn how to maximize REW CRM’s Lead Routing feature in this webinar. Get insights on improving your website’s visibility and efficiently distributing leads to your team.

Webinar: Set Auto Text Feature and Smart Lists - Discover how to set up automated text messaging and leverage Smart Lists in the REW CRM. You'll learn how to streamline communication, improve lead management, and enhance your workflow efficiency.

Webinar: Editing Content, Groups, Power View Mode - Edit content, organize lead groups, and utilize the Power View Mode in the REW CRM. Learn how these tools help improve your workflow and enhance the way you manage and display information.

How to Enable Your Lead Auto-Assignment & Auto-Rotation Settings - Learn how to enable and opt-in your Agents to the Lead Auto-Assignment, Lead Auto-Rotation and Lender Auto-Assignment settings in the REW CRM.

How to Use the Lead Stage Manager - Learn where to access the Lead Stage Manager in REW CRM and how to create, manage, and assign lead stages, including setting permissions for agents.

How To Create A Lead Routing Rule - Learn how to configure Lead Routing rules in the REW CRM. Routing rules automatically categorizes and assigns new leads to agents, eliminating the need to manually allocate each lead in the backend.

Personalize Your Lead Details Page with Custom Layouts - Custom Layouts simply provides users in the REW CRM with more customization options within the Lead Details Page. In short, you can now play around with information panels using the drag-and-drop method, shifting them to other sides of the page, moving them to the top for greater visibility, or hiding them from your display.