REthink CRE: Homework Center

Last Updated: Mar 22, 2017 01:28PM CDT

You'll find a list of all the homework items below that should be completed before the next meeting. Please enter in customization requests at least 24 hours before your next meeting so your Onboarding Specialist has time to make the customizations before we meet. 



Kickoff: Homework

  1. Watch Getting Started with REthink
  2. Watch How to Create a REthink User
  3. Apply your knowledge: Create your new Users
  4. Watch Companies/Contacts/Tasks for CRE
  5. Apply your Knowledge: Create a Contact, Log a Call, Create a Follow Up Task


Meeting 1: Homework

  1. Watch Action Plan Overview 
  2. Populate Action Plan template (up to 3) provided to you by your Onboarding Specialist 
  3. Watch How to create a Property 
  4. Watch How to create a Space
  5. Apply your knowledge: Create a Property and Space
  6. Submit Customization Requests in the Google Doc provided to you by your Onboarding Specialist



Meeting 2: Homework

  1. Watch How to Create a Deal
    1. Seller Rep
    2. Buyer Rep
    3. ​Tenant Rep 
    4. Landlord Rep
  2. Apply your Knowledge: Create a Deal
  3. Watch How to create an Inquiry
  4. Apply your Knowledge: Create an Inquiry
  5. Submit Customization Requests in the Google Doc provided to you by your Onboarding Specialist
 

Meeting 3: Homework

  1. List 5 Reports that you want us to create in Customization Requests doc provided to you by your Onboarding Specialist
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