Worksheet

CRM setup worksheet

A two-page worksheet split into four parts. Part one lists pipeline stages with an exit rule for each. Part two lists the ten lead sources and who may add a new one. Part three is the site visit form with its outcome list. Part four records partner names, registration dates and duplicate rules.

Name: ______________________   Business: ______________________   Date: ______________

Scroll the table sideways to see every column.

Cross out or rewrite any heading that does not fit your business. From the guide “Real estate CRM setup for developers: stages, sources and site visits”, www.gullysystem.com/blog/real-estate-crm-setup-for-developers-stages-sources-and-site-visits