This is the 106th Episode of Weekly Chime. Join us for a comprehensive training session on Chime CRM's transaction management process. In this 30-minute presentation, we'll dive into the key features of Chime CRM's transaction management system, including creating transactions, assigning tasks and deadlines, document management, pipeline tracking, communication tools, and generating reports. We'll also cover best practices for using Chime CRM effectively, from maintaining accurate information to utilizing automation features to communicating professionally with clients. Whether you're a new user or a seasoned pro, this training session will provide valuable insights into maximizing the benefits of Chime CRM's transaction management for your real estate business. Content: 00:23 - Intro 00:52 - Transaction management overview 02:39 - Transaction Manager how to basic 06:33 - Why use a transaction management system? 07:54 - Creating and managing checklists 09:18 - Checklist walkthrough 10:33 - Managing Documents 14:34 - how to Add Vendor Partner 18:39 - Customize Transaction Stages 21:32 - Webinar Summary 25:00 - Why stay up-to-date with Chime? 28:43 - Chime's Customer feedback request, try it! 30:45 - Trenton's Contact info 31:41 - Outro _____________________ Visit Our Page: https://chime.me/ Like Us On Facebook: https://www.facebook.com/ChimeCRM Join Our Facebook Community: https://www.facebook.com/groups/chimecrm _____________________ #ChimeCRMBoostsProductivity #ChimeCRM #ProductivityTools #TransactionManagement #RealEstate #SalesManagement #DealClosing #CRM #BusinessProductivity #SalesBoost #BusinessTools #CRM #Chime #ChimeCRM
source https://www.youtube.com/watch?v=JztKUkRVsYk
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