Virtual Assistant strategy
Learn how to leverage ClientLook’s exclusive Virtual Assistant service to promote efficiency and maximize your daily effectiveness.
Generalist
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Custom session
Combine any services to create your own accelerated learning session. This web-based session is perfect for individuals or teams located anywhere.
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Mobile app mastery
Maximize your productivity in the field by learning how to implement ClientLook’s mobile app the right way. Discover special mobile-only features.
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Email integration
Understand how to capture emails sent/received from any email software and/or mobile device. Learn about attachments, sharing and more.
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Activity management
Do more every day by learning how to manage follow ups, critical dates and more. Discover activity sharing features, customization and task delegation.
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Relationship building
Better relationships mean more business. Maximize your effectiveness by using groups, custom fields, advanced searches and more.
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Deal management
Learn how to track any type of commercial real estate assignment. Forecast your pipeline. Organize every activity, meeting, email and file.
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Comp management
Discover how to track comps to develop a competitive advantage. Learn how data is imported, how to link records, create reports and more.
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Listing management
Take control of your own listings by adding them to ClientLook. Learn how easy it is to add listings and rely on the Virtual Assistant to make edits.
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Property tracking strategy
Build your own proprietary property database in ClientLook. Learn how add properties, create custom fields, link to other records and more.