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Create Category Lists in CRM

As a realtor, I am marketing different areas and different property statuses all of the time and it would be nice to be able to create a "list" or a "group" of that specific market for easy access. Meaning, I want to target Expireds from 3 months ago. When I bring those prospects into my CRM, I should be able to create a "list" for easy access to this group for marketing, calling, mailing, etc. Much easier than tagging.

  • Guest
  • Nov 28 2022
  • Already exists
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