Across
- 3. Most of our clients utilize this CRM
- 4. This CRM does not allow you to save filters
- 7. Used both externally by clients and internally by our Ylopo team, this is where all Ylopo related articles are created and hosted.
- 8. This type of integration can only send but not receive information:
- 9. Used both externally by clients and internally by our Ylopo team, this online learning platform is another resource clients can use to learn more about their CRM and Ylopo integration via online courses
- 10. This CRM has a version 1 (V1) and version 2 (V2)
- 11. This CRM uses the term ‘pipeline’ instead of ‘stage’
- 13. These can be assigned based on different factors, including urgency, the client's sales cycle phase, and timeframe. In Follow Up Boss this feature will also manage Raiya’s outreach
- 14. This tag is added to a lead that has completed some action that indicates high home search activity and/or a request for more information. These leads will also trigger an email alert to the assigned agent indicating what activities they've performed to gain priority status and suggestions on how to follow up. In the notes, you can see this information in all CRMs.
Down
- 1. What is CRM an abbreviation for?
- 2. This type of integration can send and receive information
- 5. These are added to give you relevant information in the CRM about the lead's behavior, providing you insight on where the leads originated, demographics, and how they are engaging with your site
- 6. The name of the internal Ylopo document that shows details and updates on the different CRM integrations with Ylopo.
- 12. Instead of a stars link, for this CRM you will see the option to “view in Ylopo” in the leads note section