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Member resource · Playbook

Setting up a property-centred CRM: a 30-day playbook

A week-by-week plan to set up a real estate CRM around contacts, organizations, properties, requirements, opportunities and next actions.

What’s inside

  1. Who this playbook is for
  2. Week 1: decide and define
  3. Week 2: configure
  4. Week 3: migrate and clean
  5. Week 4: go live and build the habit
  6. Data hygiene rules
  7. Day 30 review

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