As another year comes to an end, it's important to "wrap things up" in your Realcore account so that you start 2022 on the right foot. So what should agents do as the year comes to an end?
Check your pipeline's "Pay Date" column to ensure all projected pay dates are up-to-date. If the deal is dead, change the chance of closing to "0%". Find out how to quickly make these changes using our Pipeline Updates tutorial.
The holiday season can get very busy! Don't let lease expirations pass you by. Check your Lease Expiration page to see if any leases are ending this montj. Visit our tutorial page on lease expirations for more information.
Prepare to prospect! Let the new year create new clients. Take time to touch base with any prospects before the end of the year. Check out our Prospecting Guidefor details on using Realcore for your CRM software.
Download the Realcore Outlook plug-in to maximize productivity for yourself and your assistants. Visit our Support site for instructions on installing the plug-in. Be sure to watch our quick tutorial video too!
Thank you for being our client this year! We look forward to working with you in 2022 for another successful year. If we can ever help with anything, including scheduling trainings, please contact us at Support@realcoreapps.com. Happy Holidays!
