CRM Training - LOFTY

Note: Please take your time when going through this training. Knowing your CRM is the corner stone of your Back Office. This is a robust CRM, but it does not mean you need to master all aspects. Give yourself some time to learn your CRM and what it can do to help you build your business.


  • Week #1 CHIME 101: Dashboard Overview & CRM Settings

  • Week #2 Lead / Pipeline Management & Activities

  • Week #3 Smart Plans: Marketing & Automations

  • Week #4 Brand Marketing & Listing Discovery

  • Week #5 Sub-Domain Overview & Agent Website Demo

  • Week #6 Transaction Management & Reporting

  • Week #7 A Day Inside CHIME with The Mobile App

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