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Course curriculum

    1. Introduction

    2. How Does the Structure of the Pipeline Software Work Across Different Departments?

    3. System Presentation - Basics

    1. How to run a FWC ?

    2. FWC Result Analysis

    3. Creating Campaign - part 1

    4. Creating Campaign - part 2

    5. How to send an Engagement fee

    6. Templates

    7. Using Templates

    8. Signatures

    9. Quick Comments

    10. Connect Area - How to send EMAIL / SMS / WHATSAPP or Call from the software ?

    11. Phone Calls - How to make through Wealthgoal Software ?

    12. Emails - How to check emails from the client in the Wealthgoal ?

    13. Document Upload - How to upload client's document ?

    14. File Manager - How to upload documents ?

    15. Lock or Unlock - Full software version for the client

    16. Property Scanner - How to Search ?

    17. Existing Properties - How to add a property in the client's properties 'portfolio ?

    18. PSR - How to build ?

    19. Golden Lead - How it works ?

    1. How to run a FWC ?

    2. How to create a Campaign ?

    3. How to move Client across pipelines and stages ?

    4. How to use Property Scanner ?

    1. Email / SMS Bulk System - How to send email for multiple users via Wealthgoal Software ?

    2. QR Code Manager - How to use it ?

    3. How to manage phone calls / emails and SMS ?

    1. Finance Views - How it works ?

    1. Property Portal - Part 1 (Website)

    2. Property Portal - Part 2 ( How to include ? )

About this course

  • Free
  • 37 lessons
  • 4.5 hours of video content