Free Webinar
Front Office: Broker CRM - Contacts, User Roles, Lead Ownership
Learn how to easily manage contacts, update user roles, and assign lead ownership for seamless collaboration.
- Review the Contact Summary page
- Add single contact import contacts
- Manage agent/employee user's roles
- Deactivate/reactivate agent/employee's roles
- Lead assignment and ownership
Presenters

Bernadette Tolen
Webinar Host
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