CRM Training: Contact Management, Workflows & Power Dialer Strategies for Loan Officers

In this training session, we reviewed how loan officers can better manage contacts inside the CRM, customize contact folders, organize loan details and events, manage tasks, and manually adjust communication settings when needed.

We also covered workflow setup, including triggers, wait actions, internal notifications, and why workflows must be published before they can run. The session wrapped with advanced Power Dialer strategies, caller ID masking through the Trust Center, and how to enable call recording and transcription for more efficient follow-up.

Watch to learn how to streamline client communication, stay organized, and create smarter automation inside your CRM.
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Видео CRM Training: Contact Management, Workflows & Power Dialer Strategies for Loan Officers канала Deven Gillen