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CREbuilder

Step-by-step tutorial

Run the daily CRM workflow

Review your daily priorities, update active deals, and complete the next actions.

For brokers, agents, and coordinators · 4 lessons

Start tutorial
CRM Today workbench with due tasks, the lead inbox and the active pipeline summary.
Start each day on Today to see what is due and which deals need a next step.

Before you start

  • Access to CRM.
  • Contacts, deals, or tasks ready for you to work on.

Your lessons

Work through the lessons in order. Skip an optional lesson when it doesn't apply to your property.

  1. Start in Today

    Required

    Choose Mine or Whole Team within your existing access and select the relevant queue.

    Read guide10 to 20 minutes per review

  2. Advance active work

    Required

    Move records only after recording the next action.

    Read guide10 minutes to learn, then 2 to 5 minutes per decision

  3. Complete the next actions

    Required

    Create, assign, complete, and subscribe to current tasks.

    Read guide10 minutes for setup, then daily maintenance

  4. Review results

    Required

    Read current KPIs with the correct range and scope.

    Read guide20 to 40 minutes per operating review

A CRM that already knows your listings

Track buyers, tenants and deals right next to the OMs, listings and Deal Rooms you build in CREBuilder. Free to start.

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