Video 1 of 6
System Overview
A full tour of the CRM and how every department fits together.
Wholescale CRM Knowledge Base
Everything you need to set up and get the most out of your CRM. Watch the training videos in order, and grab the setup files below.
Video 2 of 6
Initial Set Up
Get your account configured and ready to run your business.
Video 3 of 6
Adding Users & Upgrading Your Account
Add team members and move to a plan with more users.
Video 4 of 6
KPI's & Proper Tracking
Track the numbers that actually drive your wholesaling business.
Video 5 of 6
Auto Follow Up
Set up the automatic follow-up sequences that work your sellers for you.
Video 6 of 6
Recap: Settings, App, Contracts & Future Integrations
Settings, the mobile app, sending contracts, and integrations.
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