The CRM - Relationship Development Follow
Bottom line: your level of success is tied to your relationships, but you’re busy with daily emails, showings and phone calls. Leverage tasks and action plans to keep yourself accountable.
Help docs:
- https://bostonlogic-help.propertybase.com/hc/en-us/articles/360013021379-Creating-an-Action-Plan-Next-Gen-
- https://bostonlogic-help.propertybase.com/hc/en-us/articles/360012934740-Dependencies-in-Action-Plans-Next-Gen-
- https://bostonlogic-help.propertybase.com/hc/en-us/articles/360013064360-Email-Notifications-Action-Plan-Next-Gen-
- https://bostonlogic-help.propertybase.com/hc/en-us/articles/360018944111-Tasks-Website-Builder-
- https://bostonlogic-help.propertybase.com/hc/en-us/articles/360013168779-Events-Advanced-Search-and-Filtering-Next-Gen-