This comprehensive course, AgentLocator CRM System – A Complete Course for Beginners, is your ultimate guide to mastering the AgentLocator CRM and leveraging its powerful features to streamline your real estate business. Designed specifically for beginners, this course takes you step-by-step through every essential aspect of the platform.
You’ll start by Navigating Your Dashboard, learning how to easily access online training, understand the various menu categories, and utilize pre-set filters for efficient lead navigation. We’ll also cover crucial lead generation features like Forced Registration, the information required for a lead to register, and how to identify the source of a lead. You’ll gain control over your lead organization by learning how to sort your leads effectively. This section also introduces you to valuable Resources and essential Administrative Tools.
Delving deeper into administration, you’ll get an Overview of the CRM App and learn how to add or edit user accounts, as well as how to provide and revoke access to a lead. Seamless integration is key, so we’ll guide you through how to integrate AgentLocator CRM with Google and how to import an existing database. You’ll also learn how to manage lead distribution by editing lead sharing for incoming leads and how to monitor team performance by viewing agent calling statistics. Security is paramount, and we’ll show you how to turn on/off 2-Step Verification, as well as practical tasks like how to print address labels and change your CRM password and set up Two Factor Authentication. Finally, you’ll learn how to manage your notifications by understanding and updating Lead Alerts and how to turn them on.
The course then moves into crucial CRM settings, covering how to access invoices, update/adjust your pipeline settings, and add custom fields to tailor the CRM to your specific needs. You’ll discover how to generate a HomeLocator app link to generate leads and effectively manage lead creation from incoming calls/texts. For team efficiency, you’ll learn how to automatically assign leads for agents that advertise the team website/listings.
A significant portion of the course is dedicated to the Lead Details Screen. You’ll gain a thorough understanding of the Leads Profile Screen and learn how to update your leads’ contact information, including how to edit it and re-send the account activation email. Effective communication is covered in detail, showing you how to send emails & listings to 2 or more email addresses, adjust the email and/or phone validity, and handle bad numbers. You’ll also learn how to log calls, compose emails, apply and remove tags, add and remove tasks, and even set up auto birthday/purchase anniversary emails. Finally, you’ll understand how to change the source of a lead and effectively set and use the lead rating system.
Understanding your leads’ interests is vital, so we’ll teach you how to see what listings a lead has looked at and how to refine their search by adjusting the listing search. You’ll get a general overview of saved listings, learn how to utilize the powerful polygon search, exclude listings, adjust listing frequency, force listings to send, and pause or stop a saved search. For relevant markets, you’ll learn how to send sold listings to a lead and, most importantly, how to set up new or additional listing/email searches and send a single listing email.
Efficiently finding and managing your leads is crucial. The CRM Searches & Using Filters section will teach you how to find a lead based on their contact information and how to find/sort your leads based on their viewing activity. You’ll also learn how to save filters for repeated use and understand how the default filters work.
Effective communication is further emphasized in the Email Manager section. You’ll learn how to create email templates, edit your email signature, send mass emails, customize the listing email template, and even add video to your emails. Finally, you’ll gain an understanding of the various email statuses to keep track of your communication.
The course also covers SMS / Text Messaging Manager, showing you how to send SMS/text messages to individual leads and create SMS/text message templates. You’ll also learn how to send mass SMS/text messages and respond to SMS/text messages from your cell phone, ensuring you never miss a communication.
Take your communication to the next level with Email and SMS Campaigns. You’ll learn how to create an email campaign, understand stopping clauses and how they work, and automatically or mass assign campaigns. You’ll also learn how to find leads on a specific campaign, understand execution types (relative vs. fixed dates) and business day-only execution, clone campaigns, and utilize silent hours. We’ll also revisit auto-assigning campaigns and delve into understanding how delay periods work.
For efficient bulk management, the Mass Actions section provides a general overview and teaches you how to send mass emails, SMS/text messages, and listing emails. You’ll also learn how to mass assign campaigns and leads to other agents, mass change the pipeline and source, create mass tasks and notes, and mass assign or remove tags. Practical bulk actions like printing address labels and even mass deleting leads are also covered.
Finally, the course introduces you to the cutting-edge AI Bot Settings. You’ll learn how the AI Bot works and see the AgentLocator AI ChatBot in action, including its automated tagging capabilities. You’ll understand how to assign the AI Bot to specific users, turn it off when needed, and gain a comprehensive understanding of what the AI Bot does, how to disable it, and strategies to increase conversations. We’ll also explore the AI Bot’s integration with TikTok, introduce the new “AI Bot Settings” Tab, and provide real examples of AgentLocator AI Bot conversations, showcasing the types of interactions it can handle and highlighting major improvements to its functionality.
By the end of this comprehensive course, you will possess a strong understanding of the AgentLocator CRM system and the practical skills necessary to effectively manage your leads, streamline your communication, and ultimately enhance your real estate business.
