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Watch this video to get started with Elite Realty CRM

Welcome to Elite Realty CRM

How to access the Elite Realty CRM mobile app

Mobile App Initial Setup

Update your business details so automations work correctly

Business Details Initial Setup

How to set up your first phone number in Elite Realty CRM

Phone Number Initial Setup

How to enable notifications on your mobile device for Elite Realty CRM

Notifications Initial Setup

How to use smartlists to organize your leads

Smartlists Initial Setup

How to Log Into Elite Realty CRM

William Kabrall

Getting Started with Elite Realty CRM

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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