Getting the most out of your CRM means using the features (and using them well.) One of the very first things you’ll need to do in order to use Surefire’s features is adding your database to your account so you can start working your leads. Here’s a video and written outline of how to do just that.

Make Your CRM Your Most Profitable Employee

Leverage the technology already at your fingertips to start engaging leads, converting loans, and deepening the relationships with your past clients. We’ll teach you how to create workflows, build automations, and start padding your pipeline with sustainable business.