
Solo Episode: My CRM Walkthrough
Dear Twentysomething
00:00
How to Use a CRM to Communicate With Your Contacts
Closing has this baked in is they have a bunch of tasks and you can set a date for them. It's extremely, extremely helpful because it's tying my next steps to the individual contact. And then of course it aggregates my tasks chronologically. So every week I can go through and make sure I'm not missing anything. If a task has been outstanding for too long, I can follow up on it.
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