Command Your Database: Clean It Up, Cash It In

Your database is one of the most important assets in your business, but only if it is organized enough to use. In this hands-on class agents will clean up contacts, organize follow-up groups and build a simple system for knowing who to call next.

• Clean up contacts, tags, lead sources and follow-up groups inside Command.
• Create simple database categories for hot, warm, cold, sphere and past clients.
• Build a follow-up list agents can use right away after class.

Agents leave with a cleaner database and a better plan to find business already sitting in their CRM.

Laptop and Command login.

Agents can attend in person at the host office or watch the live feed from their market center. All 3 UMC Phoenix offices are invited.

Agents from all 3 UMC Phoenix offices are invited to attend any class that fits their schedule. Each class is different, so agents are encouraged to attend more than one when possible.