Importing your leads from a CSV list. Leads can be imported from any other CRM or from a list you already have.
A complete walk-through of how to search for leads on your leads dashboard both manually and using search filters.
Using the apply button in your CRM to take different actions such as: applying tags, removing tags, applying a drip campaign, removing a drip campaign, send emails, send text messages, create a mailing label, or delete leads (pending user permissions.)
What a pipeline is and the stages
How your potential clients or attendees check into your open house.
This will review how to integrate apps from Zapier into the Jarja Media CRM.