Tech Training: Lead to Close: Building a Seamless Client Experience
Just Added

Tech Training: Lead to Close: Building a Seamless Client Experience

June 5th: Lead to Close: Building a Seamless Client Experience in Opportunities ZOOM LINK: https://us02web.zoom.us/j/84340288803

By Keller Williams Realty Colorado Region

Date and time

Starts on Thursday, June 5 · 10am PDT

Location

Online

About this event

  • Event lasts 1 hour

Lead to Close: Building a Seamless Client Experience in Opportunities

Date: June 5th
Audience: All agents who want to streamline transactions
Description:
Turn chaos into clarity! This class walks through the Opportunities app in Command, helping you create a step-by-step pipeline that mirrors your client journey—from lead to close. We’ll also show you how to automate key touchpoints and keep everything organized.

Key Takeaways:

  • Set up custom Opportunity stages
  • Use checklists and document storage
  • Track commissions and stay compliant with ease

ZOOM: https://us02web.zoom.us/j/84340288803

Organized by

Keller Williams Realty Colorado Region is committed to bringing the highest level of training and education in the real estate industry today!