PropertyMe Grow CRM Basics Training

This training walks you through the essentials of getting started in the CRM — from managing contacts, properties and enquiries, to logging communications and listing properties on portals. By the end, you'll have the confidence to navigate both the desktop platform and mobile app in your day-to-day workflow.

What you'll learn

• Navigate the CRM
• Add Contacts, Related Contacts and Property Ownership
• Sending emails, SMS and add calls, tasks and notes
• Add properties, appraisals and listings
• Add Enquiries and Inspections
• Upload properties to portals
• Navigate the Mobile App