Thirty minutes. Your questions.
We'll walk through the CRM in preview mode with sample data, show where your website leads would land, and answer whatever you ask. No slides.
Book a time by emailmichaeljr@elitefipartners.com
Rather email? michaeljr@elitefipartners.com
Ready to start? Request access and we'll set up your store.
What we'll cover
- The dashboard: today's activity against goal, per department.
- The activity board: who's on pace right now.
- Team performance: days at goal, averages and streaks.
- A contact: every call, text and appointment on one timeline.
- Your website: how a lead from your site would arrive with a follow-up attached.
Who should come
A GM, sales manager or BDC manager. Anyone who'd look at the board every day.