Skip to content
  • There are no suggestions because the search field is empty.

Property Customization + Optimization

Description

Customizing and optimizing properties ensures your CRM captures the right data in the most efficient way. This milestone involves evaluating and refining your existing properties, creating new ones as needed, and organizing them for easy access. By streamlining property management, you’ll improve reporting accuracy and simplify data entry for your team.

Process Summary

  1. Property Audit: Review existing properties to identify redundancies or inefficiencies.
  2. Customization: Create or modify properties to capture relevant data.
  3. Property Organization: Group and organize properties for logical workflows and accessibility.
  4. Testing and Optimization: Test new and updated properties to ensure functionality.
  5. Training: Train your team on using optimized properties effectively.

Requirements

  • Input on key data points to capture in the CRM.
  • Collaboration to define new property requirements.
  • Feedback to refine properties during testing.

Milestone in Action

Demo video coming soon.

Key Outcomes

  • Optimized properties tailored to your business needs.
  • Streamlined data entry and improved reporting accuracy.
  • A more intuitive CRM interface for your team.