Episode 24: Managing Mortgages with the Deals CRM with Jeff Irving




The ActiveCampaign Podcast show

Summary: ActiveCampaign Director of Education and podcast host Chris Davis interviews Jeff Irving of (MLO) Shift for insight into how he uses our Deals CRM to manage his mortgage business. Learn how Jeff uses deals and pipelines to capture and nurture leads, send internal reminders, and engage with contacts according to their preferences. Jeff Irving can […]