Eagle CRM: All areas of getting Started Training - Live Training
This practical Eagle workshop is designed to introduce users to the core areas of Eagle.
This session builds confidence in navigation, record management, and everyday tasks, with a practical focus on how daily workflows connect listings, contacts, and enquiries.
We will go through:
Listings & Brochures
Contacts & Preferences
Addresses & Appraisals
Enquiries & Inspections
Enquiries & Inspections
Settings, Shortcuts & Help
Enquiries (reviewing, reassigning, and closing enquiries)
Inspections (creating, managing, and tracking inspection activity)
Contact Management (creating contacts, preferences, and relationships)
Tasks & Follow-Ups (adding and managing tasks linked to contacts and enquiries)
How to send bulk emails and SMS
Bulk Actions (managing multiple contacts and enquiries efficiently)
By the end of this session, you will be able to:
Confidently navigate Eagle and understand where key information lives
Create and manage listings, contacts, and enquiries
Complete daily tasks using tasks, calendar, and dashboard views
Use core settings and support tools to work more efficiently
Enquiries, inspections, marketing module & Contact Management
Confidently manage enquiries from first contact through follow-up
Create and manage inspections using Eagle’s inspection tools
Maintain accurate contact records and preferences
Use tasks and bulk actions to support daily enquiry management
Location
Online (Teams)
Duration
2 Hours
Cost
The cost of this workshop is $150 + GST per person
Please note the purchase button and payment screen will display the price as GST inclusive ($165 including GST per person)
Payment and Registration Notes (please read!):
- The list price for this course is per person and includes GST
- By clicking Purchase above, you can pay using your PayPal account, or you can check out as a guest using a credit card
- When registering for this course, you must select the specific date on which you want to attend the training at the purchase screen
- After selecting the date and paying online, you will receive an email confirming your registration