Understanding Your CRM Homepage/Homescreen

Your CRM is the foundation of your business! In order to convert leads and increase past client referrals, you must use your CRM to the best of it's ability.

SECTION 1: CRM Menu

SECTION 2: Contact Search bar

SECTION 3: Account Logout

SECTION 4: StreetMatch menu: View current streetmatch leads, as well as add new ones.

SECTION 5: Manually create a new lead

SECTION 6: Filter your "My Lead" Results

SECTION 7: My Leads: A list of all of your leads in the system

 

 

If you are interested in watching a video overview of the home page, please click here and view video #1.

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