Staying Organized and Productive with Perchwell
Explore how Perchwell's organizational tools can help you manage your business more efficiently. This video will show you how to use features like saved searches, tagging, and client management to stay on top of your work.
Boost Your Productivity with Perchwell
Stay organized and efficient with these powerful features:
- Saved Searches: Use 'Save Search As' to store and manage your frequent searches.
- Search Alerts: Set up email notifications for new listings matching your saved searches.
- Tagging System: Use tags to organize listings, clients, and tasks for easy retrieval.
- Client Management: Add and manage contacts via the 'Contacts' menu.
- Centralized Communication: Use 'Messages' to keep all client conversations organized by listing.
Pro Tip: Create a system of tags that aligns with your business workflow. For example, use tags like "Hot Lead," "Follow Up," or "Closing Soon" to quickly filter and focus on your most important work.
Congratulations on completing the Perchwell onboarding series! Remember, our support team is always here to help you succeed. Happy selling!
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