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CRM Best Practice Course - Lesson 1
Master your CRM with simple, proven strategies to organize your database, follow up consistently, and never let a lead slip through the cracks. Learn how to segment leads, create tags, build drip campaigns, and track your results. Includes a CRM Tracker template + 30-Day Action Plan to keep you consistent and converting.
CRM Best Practice Course - Lesson 1
0 likes • Sep '25
Great Video as always! Going through the learning stages of Lofty. I am trying to learn if I am able to use Lofty for my Mortgage clients also.
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Neal Callaghan
1
5points to level up
@neal-callaghan-2342
I’m Neal Callaghan, a dual-licensed Realtor and Mortgage Broker with EXP Realty in Chilliwack, BC.

Active 102d ago
Joined Aug 27, 2025
Chilliwack
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