Manage leads and the CRM.

Report issues with CRM by calling the hotline.

Answer CRM-related questions from agents and provide training if needed.

Service inbound leads from sign calls and online sources and determine where they are in the buying/selling process.

Immediate response and scrubbing of the leads. (adding labels, activating drip campaigns, sending welcome text or emails, assigning the le

ad to agents)

Build a follow-up process for the agents.

Nurturing all leads through steady communication (email and text) until the leads are ready to talk or meet with an agent.

Re-assigning leads to an agent once an appointment is set.

Daily monitoring of agent activity.

Keep track of completed tasks and goals to measure lead conversion ratio and meet performance benchmarks.

Generate reports regarding the Agent’s productivity and accountability.

Build trackers and dashboards through google sheets.

Track referrals and prepare referral forms.

Create a Lead Database for backup in case something happens with the CRM.

Database and Pipeline Tool Management.

Upload leads to dialer and schedule showings for agents.

Cascade updates regarding incoming CRM training or webinar and team announcements.