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Genie Academy › Agent CRM Essentials

🏡 Lesson 2 of 5 · 4 min read

A pipeline that never drops a follow-up

Every deal should always have a next step and a date. That one habit is the whole system.

  • Move deals through the stages as they progress — new, searching or listed, offer, closing.
  • Overdue steps stand out — clear them first thing each morning.
  • Log the touchpoint after every call or showing; your timeline becomes your memory.
  • Check net commission on each deal so you know what you actually take home after splits and costs.

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