Learn more about recommendations for managing relationships with contacts and companies.
The features available in the CRM are intended to provide the tools for teams to track and manage conversations and relationships with key stakeholders.
Review the following questions and corresponding recommendations for using the CRM module.
What are some ways you organize lists of contacts/companies today?
📑Does your team want to view a list of broker companies together? Or a list of contacts by region?
✅ The CRM allows for custom fields to be built for contact and/or company records. Consider adding a contact status field to track active/inactive contacts/companies.
✅Add Contact/Company Views that filter list views down by any field.
What conversations are important to capture related to the companies and contacts you manage?
📑How are you tracking the conversations you're having with key stakeholders?
✅ Keep internal notes on contacts/companies in the Notes section.
Add a Note to Contacts and Companies
✅ Log conversations via Engagements.
✅ Log emails to existing contacts via the Outlook Integration.
