Eagle CRM: New user onboarding - eLearning

Designed for new staff members or those who are completing self learning, this course will guide you from getting started set ups through to a day to day listing process.

At the end of this course, you will be able to:

Getting Started

• Log into your Eagle account
• Understand and navigate the side menu
• Update your account details 
• Setup default permissions
• Setup Eagle on your mobile device
• Setup your new users
• Connect your mailbox to Eagle
• Create custom fields to use 
• Setup your templates
• Setup you integrations
• Access further help in your Eagle account

The CRM Mobile App

• Set up Eagle on your mobile device
• Navigate the CRM mobile app
• Manage contacts, inspections, pipelines, properties, enquiries, tasks and your calendar

Contact Management

• Add and edit contacts
• Use groups and segments
• Manage contacts
• Manage duplicates
• Use bulk communication

Listing Management

• Understand the listing dashboard
• Add and edit a residential listing
• Upload your listing to portals
• Learn the ways to market your listing via Eagle
• Generate brochures, stocklists and booklets
• Add contracts and mark as sold

Duration: 2 hours 30 mins approximately