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Quick Start Guide
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CRM Setup
Save your CRM User Name & PW - once you login you should stay logged in
Profile - Integrate Email & Calendars - Button Below
Settings Checklist - Button Bellow
Update Nurture (From) Email (Add GoDaddy email & add to Gmail)
Sort Your Database (A-B-C) & Import Your Leads
Go Through Training Videos - Click on Button Bellow
Access CRM Set Up Links
Chime CRM Training
Select Preloaded Button
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San Diego MLS
zipForm Plus
Realvolve CRM
Real Estate Association
Real Estate Association
CRM 2
Real Estate Association
Transaction Software
Design, Print, Mail
CMA
Offer Platform
Property Website Template
Title Insurance
Escrow
Listing Photo & Video
Sign Post Placement
Disclosure Service
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Password (optional):
Add Button
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Orientation Business Builder
Contact Form
Name
Phone
Email
Please contact Andy Parker, AARE's Support Coach to provide the password to the onboarding area and make sure you get started the right way. His number is 858.414.3661 and his email is aparker@aare.org.
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Onboarding Support
Please give us a call if you get stuck or have a question at (760) 555-5555. Thank You!
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