Use the CRM Filters to get your database organized!!
- Heather Holliday
- Apr 30, 2024
- 1 min read
Set up Saved Searches in your CRM for:
No Birthday
No Valuation Address
No Campaigns
No Property Alerts
Saving these separate searches allows you to easily fill in the blacks for your contacts! Once you fill in the information for the contact, they will be removed from that search!
Don't overwhelm yourself, spend 20 minutes a day working in your business and you will be amazed at the results!
Watch this quick video on setting up a saved search inside your MAXTECH platform!
