New CRM Training – Email, Calendar, Zoom Integration and more [Video]

New CRM Training
Witness the ease of integration when we connect the CRM software with the client’s email, calendar, and Zoom accounts. This allows us to send & receive email messages, which are stored INSIDE the contact’s file in the CRM software. It creates a permanent record of the email being sent, opened, and the replies that follow.

The Zoom integration allows for remote scheduling of online appointments without the typical back-and-forth of when you’re available versus when your prospect has an opening on their calendar. It’s a one-and-done click system that offers your available calendar to the prospect so that they can select a time that works for them. No double bookings because you block out time when you’re already busy.

By the way, this system also works for phone and in-person appointments….just without the Zoom integration.

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