Live webinars have been discontinued for the time being, but we encourage you to watch our recorded webinars to continue receiving valuable training and support for TotalBrokerage. Our Success Team remains committed to helping you succeed with our platform through these recorded sessions, which cover various features and functions of TotalBrokerage. Our expert instructors share best practices and answer common questions.

Don't miss this opportunity to improve your skills and knowledge with TotalBrokerage. Simply click on the recorded webinar link below to access the content. We look forward to helping you succeed with our platform.

MARKETING & CRM: The Ins & Outs of the CRM and Marketing Platforms

By the end of this session, you will know how to add and import contacts and vendors, use the CRM tabs, build marketing templates, and set up action plans and automations.

Watch the recorded webinar here