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Updated over 7 years ago on . Most recent reply

User Stats

19
Posts
8
Votes
Anthony Horner
  • Investor
  • Carlsbad, CA
8
Votes |
19
Posts

Tips for getting the most out of our CRM??

Anthony Horner
  • Investor
  • Carlsbad, CA
Posted
Hi BP Nation! I am currently setting up my CRM to support our fledgeling SFR wholesaling company Pass Go Investments. Decided to use Salesforce.com because of my background with the tool, but in need help! How have other successful wholesalers broken down their steps for moving an opportunity from "new" to "closed - won"? I want to be detailed and thoughtful about capturing the right information... but I also don't want to over complicate things. I'll be super grateful to anybody who can provide me examples of their sales path by step.

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