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CRM TRAINING DOCUMENT
Welcome to our comprehensive Real Estate CRM Training Program designed to equip you with the knowledge and skills to utilize our CRM platform effectively. Our training modules are carefully crafted to provide you with a comprehensive understanding of the features and functionalities of our CRM software tailored specifically for the real estate industry.
Introduction to TiggerOn
Congratulations on embarking on your journey to discover TiggerOn CRM! In this introductory section, you'll delve into the essence of TiggerOn, gaining valuable insights into its capabilities and functionalities. By the end of this module, you'll grasp the fundamental concepts that form the backbone of TiggerOn CRM, empowering you to harness its power effectively in your real estate endeavors.
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Dashboard
Welcome to the Dashboard Training Document, where you'll gain valuable insights into leveraging the power of TiggerOn CRM's dashboard feature. In this document, you'll discover how to harness the full potential of the dashboard to drive informed decision-making, monitor key performance metrics, and streamline your real estate operations.
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Leads
Welcome to the Leads Module training, where you'll uncover the tools and functionalities within TiggerOn CRM designed to manage leads seamlessly. This module serves as a comprehensive guide to leveraging TiggerOn CRM to streamline your sales pipeline and nurture leads.
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Site Visit
Welcome to the Site Visit Module, where you’ll uncover the tools and functionalities within TiggerOn CRM designed to manage site meetings seamlessly. This module serves as a comprehensive guide to leveraging TiggerOn CRM to track site visits.
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Customer
Welcome to the Customer Module training, where you’ll uncover the tools and functionalities within TiggerOn CRM designed to manage customers seamlessly. This module serves as a comprehensive guide to leveraging TiggerOn CRM to manage customers.
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Booking
Welcome to the Booking Module training, where you’ll uncover the tools and functionalities within TiggerOn CRM designed to manage bookings seamlessly. This module serves as a comprehensive guide to leveraging TiggeeOn CRM to facilitate bookings effectively.
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Property Finder
Welcome to the Property Finder Module training, your gateway to efficiently managing developers, cities, locations, property types, property categories, and projects within TiggerOn CRM.
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Marketing
Welcome to the Marketing Module training, where you'll learn how to effectively manage bulk data within TiggerOn CRM.
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Add Ons
Welcome to the Add Ons Module training, where you'll discover how to seamlessly manage tasks and vendors within TiggerOn CRM. This module is designed to provide you with the tools and knowledge necessary to streamline task management processes, effectively collaborate with vendors, and enhance productivity in your real estate operations.
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User & License
Welcome to the User & License Module training, where you'll learn how to efficiently manage users, teams, and groups within TiggerOn CRM. This module is designed to provide you with the tools and knowledge necessary to streamline user management processes, foster collaboration within teams, and optimize user roles and permissions.
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Master
Welcome to the Master Module training, where you'll discover how to efficiently manage dispositions, sub dispositions, sources, and branches within TiggerOn CRM.
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Help Desk
Welcome to the Help Desk Module training, where you'll learn how to effectively streamline customer support processes within TiggerOn CRM, enhancing satisfaction and resolving issues promptly.
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