TypeOnline Course
Student Enrolled2

Next Steps-Beginner In this course you will learn the basics of your booj CRM!  Some modules will require your remax.net login creditials.

For a full Library of booj training, go to RE/MAX University within Maxcntr!

Section 1booj CRM basics
Lecture 1booj CRM: Managing Contacts & LeadsFree Preview

Managing your relationships with your leads and contacts effectively is vital to running your business. During this learning track, you will walk through the different components of the Contacts & Leads section of the booj platform, including contact management, adding contacts and leads, and organizing contact and leads.


Lecture 2CRM Settings OverviewFree Preview

Navigate through all of the customizable settings within the booj CRM.  Click Here

Lecture 3CRM_Tags Manager OverviewFree Preview

Discover how to hone in on your marketing tactics as well as start organizing your contacts by utilizing tags. Click Here


Lecture 4CRM-Contact Record Dashboard Details NotesFree Preview

Learn how to access the contact record. Specifically the dashboard, details and notes section of the contact record.  Click Here

Lecture 5Task Lists OverviewFree Preview

Discover the Task List within your booj CRM.  Click Here

Lecture 6Calendar OverviewFree Preview

Explore all the different features within the booj CRM Calendar. Click Here

Lecture 7BombBomb IntegrationFree Preview

If you use BombBomb check out this video and integrate with your booj CRM


Lecture 8booj CRM & NewslettersFree Preview

Tavia Ritter, RE/MAX of Reading uses the CRM & newsletters each month so she will be going in to show us how to set up the smart lists as well as creating and editing the monthly newsletters inside the booj CRM! We will review different ideas for creating email newsletters!


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