One of the best ways I learn to use a system is to watch someone actually using it. Hearing the experienced user’s thought process and reasons for doing things this way or that way greatly reduces the learning curve. This is what I want to do in this post.
I am going to take you through the process of a lead coming into REIFlow from my Investor Carrot site. You’ll see what Tasks get created, what information is recorded and where. I’ll then move the lead through the entire Lead Flow and you’ll see how the apps are linked together and why it’s setup the way it is.
What you will see in this video
- Entering a Lead
- Finding a Lead
- Adding Details
- Doing a workup on a property
- Updating Contact Information
- Making an offer
- Getting a property Under Contract
- Pulling in my buyers
- Closing the Deal