How to sign up clients to our Free Wholesale Membership over the phone so that you can get their details send Zoho email templates for ICR / PMR meeting invite emails with Calendly links, this is available for all sales people.
1. Click on “Your Account”
2. Click on “Log Out”
3. Click on “Log In / Sign Up”
4. Click on “Create Account”
5. Fill in client details and use “tpf12345” as their password and click “continue”, then complete the sign up process.
6. Email the client their username: (email) and password: tpf12345
If you have any questions on this please contact Gabrielle Hows preferably via Slack or at gabrielle@thepropertyfactory.co.nz and she will assist you.