CRM
Likely to Sell
Make Me Sell
Outreach/Automations
HOME
100

Name one way to add contacts into the CRM.

What is importing a CSV, linking an email account, or manually creating a contact?

100

Likely to Sell scores are categorized into these three confidence levels.

What are High, Medium, and Low?

100

Before setting a Make Me Sell price, this must first be added to the contact.

What is a property/address?

100

This type of campaign automatically nurtures relationships over time.

What is an Action Plan/drip campaign?

100

Here you can create, customize and distribute professional campaigns across email, social media, digital ads and print. 

What is Marketing Center?

200

These help agents organize contacts into categories like Buyer or Seller.

What are Tags?

200

True or False: Every contact automatically receives a Likely to Sell score immediately.

What is False?

200

Make Me Sell allows homeowners to explore selling while remaining completely this.

What is anonymous/confidential?

200

After sending an email, this is where an agent can track if it was opened.

What is the contact activity feed/profile?

200

According to today's training, HOME Platform helps turn contacts into this.

What are Active Clients?

300
Six static buckets to categorize contacts by a relationship.

What are Groups? 

300

An agent should do this first to prioritize outreach using Likely to Sell.

What is sorting contacts from high to low confidence?

300

The unique item is assigned to a property after it’s added.

What is a property ID?

300

This specific action plan is recommended for high-intent seller contacts.

What is the Likely to Sell Action Plan?

300

This assures agents that Compass International Holdings will not use their contacts or keep them. 

What is the Data Pledge?