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CS Consult (15 mins)
Summary
Select this if you do not wish to schedule a consult with a GrowthZone REALTOR Support team member.
CS Consult Day 1, 1:00pm
CS Consult (15 mins)
Summary
A 15 minute consult with a GrowthZone REALTOR Support team member.
CS Consult Day 1, 1:20pm
CS Consult (15 mins)
Summary
A 15 minute consult with a GrowthZone REALTOR Support team member.
CS Consult Day 1, 1:40pm
CS Consult (15 mins)
Summary
A 15 minute consult with a GrowthZone REALTOR Support team member.
CS Consult Day 1, 2:00pm
CS Consult (15 mins)
Summary
A 15 minute consult with a GrowthZone REALTOR Support team member.
CS Consult Day 1, 2:20pm
CS Consult (15 mins)
Summary
A 15 minute consult with a GrowthZone REALTOR Support team member.
CS Consult Day 1, 2:40pm
CS Consult (15 mins)
Summary
A 15 minute consult with a GrowthZone REALTOR Support team member.
CS Consult Day 1, 3:00pm
CS Consult (15 mins)
Summary
A 15 minute consult with a GrowthZone REALTOR Support team member.
CS Consult Day 1, 3:20pm
CS Consult (15 mins)
Summary
A 15 minute consult with a GrowthZone REALTOR Support team member.
CS Consult Day 1, 3:40pm
CS Consult (15 mins)
Summary
A 15 minute consult with a GrowthZone REALTOR Support team member.
CS Consult Day 2, 09:00am
CS Consult (15 mins)
Summary
A 15 minute consult with a GrowthZone REALTOR Support team member.
CS Consult Day 2, 09:20am
CS Consult (15 mins)
Summary
A 15 minute consult with a GrowthZone REALTOR Support team member.
CS Consult Day 2, 09:40am
CS Consult (15 mins)
Summary
A 15 minute consult with a GrowthZone REALTOR Support team member.
CS Consult Day 2, 10:00am
CS Consult (15 mins)
Summary
A 15 minute consult with a GrowthZone REALTOR Support team member.
CS Consult Day 2, 10:20am
CS Consult (15 mins)
Summary
A 15 minute consult with a GrowthZone REALTOR Support team member.
CS Consult Day 2, 10:40am
CS Consult (15 mins)
Summary
A 15 minute consult with a GrowthZone REALTOR Support team member.
CS Consult Day 2, 11:00am
CS Consult (15 mins)
Summary
A 15 minute consult with a GrowthZone REALTOR Support team member.
CS Consult Day 2, 11:20am
CS Consult (15 mins)
Summary
A 15 minute consult with a GrowthZone REALTOR Support team member.
CS Consult Day 2, 11:40am
CS Consult (15 mins)
Summary
A 15 minute consult with a GrowthZone REALTOR Support team member.
CS Consult Day 2, 1:00pm
CS Consult (15 mins)
Summary
A 15 minute consult with a GrowthZone REALTOR Support team member.
CS Consult Day 2, 1:20pm
CS Consult (15 mins)
Summary
A 15 minute consult with a GrowthZone REALTOR Support team member.
CS Consult Day 2, 1:40pm
CS Consult (15 mins)
Summary
A 15 minute consult with a GrowthZone REALTOR Support team member.
CS Consult Day 2, 2:00pm
CS Consult (15 mins)
Summary
A 15 minute consult with a GrowthZone REALTOR Support team member.
CS Consult Day 2, 2:20pm
CS Consult (15 mins)
Summary
A 15 minute consult with a GrowthZone REALTOR Support team member.
CS Consult Day 2, 2:40pm
CS Consult (15 mins)
Summary
A 15 minute consult with a GrowthZone REALTOR Support team member.
CS Consult Day 2, 3:00pm
CS Consult (15 mins)
Summary
A 15 minute consult with a GrowthZone REALTOR Support team member.
CS Consult Day 2, 3:20pm
CS Consult (15 mins)
Summary
A 15 minute consult with a GrowthZone REALTOR Support team member.
CS Consult Day 2, 3:40pm
CS Consult (15 mins)
Summary
A 15 minute consult with a GrowthZone REALTOR Support team member.
Managing Membership Dues Billing
Day 1 Afternoon
Summary
Best Practices
Run Upcoming Billing/Deliver Invoices
Deliver Statements to Brokers00
Manage Unpaid Membership Dues
o Resend invoices
o Apply Late Fees
o Suspend
o Apply reactivation fee
o Drop
Info Hub
Day 1 Afternoon
Summary
Setting up the Info Hub
Setting up the Info Hub Forum
Manage Agent Access to the Info Hub
Promoting the Info Hub
Accounting
Day 2 Morning
Summary
• Foundation: Chart of Accounts & Fee Items
• NAR Ecommerce integration – how it works
• NAR Finance record – how it works
• Reporting for National, State, Local, RPAC Dues
• Reconciling GZ to ACH report
• Reconciling GrowthZone (close accounting periods, reports needed to reconcile)
• Update accounting software using the Accounting Summary Report
Communications
Day 2 Morning
Summary
• 5 Ways to Ensure your eMails get through
• Understanding eMail Settings
• Manage your Automated Messages
• Create eMail templates
• Communications… beyond Email
• Create/Manage Lists/Committees
• Using Marketing Automation
Managing Events
Day 2 Afternoon
Summary
• Certifications - how it works
• Manage Code of Ethics
• Setup Event tied to Certification module
• Managing Event Registrations
o Matching contacts
o Move a registration from one event to another
o Cancel registrations
• Manage/Monitor member certifications
• Reporting on events (especially certifications)
Working With Reports
Day 2 Afternoon
Summary
• Common Report Tasks
• Customizing Your Reports
• 5 Contacts Reports you should know
• 5 Membership Reports you should know
• 5 Billing Reports you should know
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