Log Marketing Efforts and Tours

In this video, we’ll show you how to log all of your marketing efforts related to your deals using the “activities” feature. We’ll also teach you how to run a marketing activity report to send off to your clients.

By the end of this tutorial, you'll be able to:

  • Log property tours
  • Log sent/received proposals
  • Log sent marketing materials
  • Open "marketing activities" report
  • Download marketing activities report to send to client

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