Lofty CRM Pipeline Setup: The Best Way to Manage Buyers and Sellers
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YouTubeAdam Gillespie - AI & CRM Training for Realtors
Lofty CRM Pipeline Setup: The Best Way to Manage Buyers and Sellers
One of the biggest CRM mistakes Realtors make is putting buyers and sellers into the same pipeline stages. In this video, I break down how I organize my Lofty CRM pipeline using stages like Appointment Set, Appointment Missed, Active Buyer, and Active Seller. This simple CRM structure allows automations to trigger automatically, keeps your ...
73 views1 month ago
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