CRM System
Managing leads, deals, and sales pipeline on a Kanban board
CRM Overview
Sales pipeline for managing leads on the GREM Capital platform: stages, roles, lead types, and sources
Lead Management
Creating, editing, and lead types in the GREM Capital CRM system
Sales Pipeline
CRM sales pipeline board: columns, filters, card sizes, export, and visual indicators
Deals and Finalization
Completing deals in CRM: lead finalization, commission, approval statuses, and reward payouts
Lead Chat
Messaging between brokers within a lead: real-time communication, action history, and notifications
Deadlines and Reminders
Setting deadlines for leads, configuring reminders, archiving, and documents