Get Ready to List
Step 2: Add Seller/Update status to CRM
Adding or updating the status of your seller in your CRM ensures they receive accurate automated updates and marketing touches based on where they are in your Forever Client lifecycle. It also helps you track your communication and further build upon your relationship.
Pro Tip
Print the checklist and keep a copy in your car or listing binder.
Recommended Tools & Resources
Please Note: Ensure you're logged in to the Reliance intranet
Training Box
This introductory course focuses on the power of using a CRM—discover how to manage daily workflows, organize your client base, and use automations to help you convert business.
Quick tip - Log into Absorb first so your course opens right up! If you forget, no worries—just sign in and click the link again to jump straight in.
Learn how to use BHHS Connect to organize and manage your contacts so you can stay on top of your client relationships and pipeline. This lesson walks you through how to add new contacts, update existing records, and track engagement activity to help you convert more leads into clients.
Next: Gather Property Reports
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