223 - CRM Organization Hacks

<span class="style-scope yt-formatted-string" dir="auto">Organizing your CRM is not as challenging as it may seem. In this video, you’ll learn how to set up your CRM, how often to follow up with prospective clients, and the main focus at each stage. You’ll learn the framework that Takes you from lead, to opportunity, to prospect, to active clients. Each buyer or seller requires a different level of communication and service at each stage.</span> <p><a class="yt-simple-endpoint style-scope yt-formatted-string" dir="auto" spellcheck="false" href= "https://www.youtube.com/watch?v=gpPxk5dJ34c&t=0s">0:00</a> <span class="style-scope yt-formatted-string" dir= "auto">Intro</span></p> <p><a class="yt-simple-endpoint style-scope yt-formatted-string" dir="auto" spellcheck="false" href= "https://www.youtube.com/watch?v=gpPxk5dJ34c&t=31s">0:31</a> <span class="style-scope yt-formatted-string" dir="auto">Issue with CRMs</span></p> <p><a class="yt-simple-endpoint style-scope yt-formatted-string" dir="auto" spellcheck="false" href= "https://www.youtube.com/watch?v=gpPxk5dJ34c&t=45s">0:45</a> <span class="style-scope yt-formatted-string" dir="auto">Eisenhower Matrix</span></p> <p><a class="yt-simple-endpoint style-scope yt-formatted-string" dir="auto" spellcheck="false" href= "https://www.youtube.com/watch?v=gpPxk5dJ34c&t=122s">2:02</a> <span class="style-scope yt-formatted-string" dir= "auto">LOPA</span></p> <p><a class="yt-simple-endpoint style-scope yt-formatted-string" dir="auto" spellcheck="false" href= "https://www.youtube.com/watch?v=gpPxk5dJ34c&t=137s">2:17</a> <span class="style-scope yt-formatted-string" dir= "auto">Lead</span></p> <p><a class="yt-simple-endpoint style-scope yt-formatted-string" dir="auto" spellcheck="false" href= "https://www.youtube.com/watch?v=gpPxk5dJ34c&t=222s">3:42</a> <span class="style-scope yt-formatted-string" dir= "auto">Opportunity</span></p> <p><a class="yt-simple-endpoint style-scope yt-formatted-string" dir="auto" spellcheck="false" href= "https://www.youtube.com/watch?v=gpPxk5dJ34c&t=33