
Prospects CRM Series: Session 2: Customizing Action Plans and Text Templates - In Person
Wednesday, May 21, 2025 (10:00 AM - 11:00 AM) (EDT)
Description
Want to supercharge your CRM game? This course is all about mastering Prospects CRM Action Plans and Text Templates. You’ll explore the powerful options already available in the system, then learn how to personalize them to fit your business. We’ll guide you through editing existing templates as well as creating brand-new, customized Action Plans and Text Templates from scratch. By the end, you'll be equipped with the tools to streamline your communication and elevate your client management. Don’t miss out—enroll today and start transforming how you work with prospects!
Instructor:
Jennifer Welling, Stellar MLS Trainer
Images

619 E. Orange Street
Lakeland, FL 33801 United States
EDU-MLS In Person