To be used by the Sales Managers for new clients. Please make sure the correct Product Type (Pro, SOLO, Expansion) is selected when setting the appointment.
To be used by Implementation Mangers to schedule hand-off calls to Account Managers once clients complete the Implementation process. DOUBLE CHECK PLATFORM TYPE BEFORE BOOKING!
Schedule an Import Call for legacy data uploads, or and Integrations Call to integrate leads from sources like Zillow or Realtor.com (new clients only).
Please reach out to the slack channel #trainingspecialist for availability. We will need to know specific topics the client would like to learn as well.
If client has an integration AND import - please use this link to combine both actions.
CLIENT CARE TEAM
ACCOUNT MANAGERS
Schedule Quitters with the Client Care Team to review opportunities on the platform. Use button to round robin to first available, or use individual name links as needed.
Schedule a call with an Account Manager on behalf of a client; schedule escalation calls with directors.
Schedule an Onboarding Call with the Onboarding team member for MLS assistance. Schedule with team member assigned to client's account when possible; schedule calls with director.
TRAINING TEAM
Schedule a call with a Training Manager on behalf of a client; schedule escalation calls with director.
