ERMA
3.0

Work Flows

Annual Client Review Training:
Toolkit

 

Training 1: Daily Power Hour- Step 1
Call Annual Client Reviews (ACR)
and Birthdays

Training 2: Flyers - Print,
Share & Cobrand with Realtors

Training 4: Contacts - Adding and Viewing Details

Training 3: Emails -Viewing and Sending to Clients or Realtors

Training 5: Creating Dynamic Groups & Search Tool

Training 6: Dashboard

Training 7: Workflows

Training 8: Single Property Sites

Training 9: Subscriptions

Training 10: Creating an Email

Training 11: Integrations

Emails

Sending An Email To One Person

Options