Agent Concierge_Agent Onboarding

CENTURY 21 Affiliated

Recruiting Responsibilities (Team Leader Collaboration) Pipeline Report (Activity Report)

Recruiting efforts by the Team Leaders. Coaching opportunities for our Team Leaders that need assistance with appointments. Areas that the Agent Concierge can help focus on are: • Completed Tasks

• Contact Made • Appointments Made • Appointment Logged • New Hires

• Emails Sent • Calls Logged • Text Messages Sent

Update Recruiting Contact Profile When you update the profile the activity will register on the pipeline activity report. Under Recruiting select Contacts > Search contact > Select a contact

• Calls | Text | Email = Date, Conversation & Follow Up • Note = Date, Who is the contact; Why do I know them

29

Last Updated: 4/15/2026

Made with FlippingBook Proposal Creator