Training Videos' Can Also Be Found on the Office Broker Bay

In this folder you will see dozens of Quick Video's - Watch One Each Day!

Create Email Campaigns with Mail Chimp - Free Version

Mailchimp Instructional Videos

We just sent you the Newsletter for this month. Before you send it to your clients, take advantage of your Free Mailchimp account to track who is opening your emails, and of course, to comply with Canadian Anti-Spam laws. 


How to create a Mailchimp account. By the way, Mailchimp has recently updated their system, so the colours and location of some icons may be different than they appear in this video. 

How to Send the Newsletter (From Your Phone!) in Under 2 Minutes. 

How to Send The Sutton Monthly Newsletter - SLOW Version.

This video is a tad longer because we go slowly, step by step how to send the Monthly Newsletter to your audience through Mailchimp.

 

Web4Realty Tip: Using Your Website CRM

How to Connect Your Calendar to LeadBank CRM

Once your calendar is connected, any date associated with a contact (birthday, closing date, reminders, opportunities, transaction dates, etc), will automatically connect to your calendar.

 

How to create and assign group tags to your contacts

It’s very easy and takes a few seconds.

In LeadBank CRM, you are able to assign Group Tags to any contact. This allows you to easily categorize and organize your clients into groups. Let’s illustrate with two examples:
 
  • You assign 10 of your contacts with a tag named pre-construction.When the time comes that a pre-construction project of interest becomes available, you can quickly find those 10 clients under the pre-construction group tag and send the information, call them etc.. instead of sending irrelevant (and sometimes annoying) emails/communications to all your clients.
  • You assign 30 of your contacts with a tag named Senior, and 40 of your contacts with a tag named First-Time BuyerThe circumstances of a senior engaging in a real estate transaction greatly differs from those of a first time home buyer. By assigning tags like these, relevant and meaningful communications can be sent to each group independently.