Andrew T. Berman asked us, “We know this system is amazing for marketing activity, but I’m curious what you folks are using for storing client data once you take them from prospect to client.”
“Have you seen the Custom Fields option in Agent CRM yet? It sounds like it’s exactly what you’re looking for! ?
I just made you this video to explain: https://www.loom.com/share/10ad6fcd6dbe423d9a060e067835ab7d“