Action Labs: Supporting Your Business Goals with the MoxiEngage Tool (ERA)

Congratulations! You have completed your business plan. Now what?

Join Team ERA University for a session of ACTION LABS focused on Supporting Your Business Goals with the MoxiEngage® Tool. This virtual education lab exercise will show you how to leverage the MoxiEngage® tool, a smart CRM that helps you track your goals, monitor your sales flow, and streamline your client tasks. In this interactive session, you will learn how to:

• Set and track your goals, such as your income, transactions, and contacts. You will learn how to use the goals dashboard to measure your progress and performance throughout the year.
• Monitor your sales flow, such as your active listings, pending sales, and closed deals. You will learn to leverage the Categorize Wizard to quickly sort contacts into appropriate sections of the sales flow.
• Leverage custom task lists, such as buyer and seller checklists, marketing plans, and closing checklists. You will learn how to personalize each checklist and sync them with your email and calendar.

By the end of this course, you will have a clear vision of how to use the MoxiEngage® tool, which can help you run your business on data and become a savvier business owner. This course is designed for agents who want to take their business to the next level. Space is limited, so register today and get ready to implement your 2024 business plan!