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Course curriculum

    1. Introduction

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

    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. How to run a FWC ?

    2. Campaign - How to setup a campaign?

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

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

    5. Signature - How to setup ?

    6. Templates for Emails and SMS - How to setup ?

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

    8. Engagement Fee - How to send it?

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

    10. File Manager - How to upload documents ?

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

    12. Quick Comments - How to use it ?

    13. Property Scanner - How to Search ?

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

    15. PSR - How to build ?

    16. Golden Lead - How it works ?

    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
  • 32 lessons
  • 5 hours of video content