How to work with Past clients (Closed) and SOI (Archived) 

This session will cover working with your past clients and sphere of influence. It will be an interactive session where you’ll use Sierra Interactive to

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Team Meeting 10/11/2023

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Team Meeting 10/4/2023

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Team Meeting 9/27/2023

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Team Meeting 9/20/2023

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Team Meeting 9/13/2023

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Why you do not need to set follow-up tasks when you have GGMS

This GGMS training session V8 explains that there is no need to set follow-up tasks randomly while working with the system. Instead, you can use

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GGMS Behavioral Based Follow up combines with old-school cadence follow-up

Learn how GGMS leverages the available Sierra Interactive tools, such as lead routing, automations, and action plans, to manage follow-up sessions and maximize success. This

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How to Work Junk/ Watch Leads

Learn how to work with leads in junk and watch status in the V8 (GGMS Training) session, including using the advanced search tool to hunt

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How to Suggest Properties

Learn how to suggest properties in the V8 (GGMS Training) session, where you will be taught how to complete the suggested property tasks that GGMS

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