Carrot CRM / InvestorFuse – Training Videos

---

Any of our paid plans (Carrot CRM Essential, Scale and Team) come with included setup support. On top of the setup support and one-on-one training sessions we provide to Carrot CRM and InvestorFuse members, we’ve also created this library of training videos to guide you step by step through the entire software.

This course will teach you how to use Carrot CRM / InvestorFuse from the basics to a high level. It also touches on jargon that you will be hearing a lot in the Carrot CRM and InvestorFuse world to keep you in the loop. We’ll also show you handy features that will help you speed up your workflow.

If you want to maximize the system as a lead manager or you simply want to know how it operates, we highly recommend watching our training videos.

---

Getting Started with Carrot CRM

This video will guide you through the important steps to take the first time you sign in to InvestorFuse or Carrot CRM. This shows you how to configure your notifications, set your signatures, and overall get your account ready so you can start following up with your opportunities:

🥕 Check out the full tutorial: Getting Started with Carrot CRM

---

smrtPhone Integration

This video was recorded for InvestorFuse but the instructions also apply for Carrot CRM. It will guide you through integrating your smrtPhone account into Carrot CRM or InvestorFuse and show you the best practices to make the most out of the integration:

🥕 Check out the full tutorial: Carrot CRM – smrtPhone Integration

---

Lead Routing

Lead Routing is especially important for teams that have 2 or more team members. This setting will ensure that your Opportunities are being assigned to the correct people to avoid any issues with leads falling through the cracks.

This video was recorded for InvestorFuse but the instructions also apply for Carrot CRM. It will guide you through setting up Lead Routing and show you the best practices to make the most out of this feature:

🥕 Check out the full tutorial: Carrot CRM – Default Lead Routing

---

Opportunities

This video was recorded for InvestorFuse but the instructions also apply for Carrot CRM. An introduction to the Opportunities dashboard, this video is meant to inform you of what you can do in this section and how to navigate it:

🥕 Check out the full tutorial: Carrot CRM – Opportunities Dashboard

---

Actions

Actions are the heart of Carrot CRM & InvestorFuse. Actions serve as your follow-up reminders so that no Opportunities are left behind.

This video was recorded for InvestorFuse but the instructions also apply for Carrot CRM. It will guide you through setting the correct next Actions and show you the best practices to make the most out of this feature:

🥕 Check out the full tutorial: Carrot CRM – Opportunity Actions

---

Follow Up Sequences

Carrot CRM’s automated outreach sequences make sure no lead gets left behind. Sequences are a group of automated messages that are sent out to your leads on a timed basis and can be customized depending on how you want to follow up with the seller.

This video was recorded for InvestorFuse but the instructions also apply for Carrot CRM. It will guide you through an overview of Sequences and show you the best practices to make the most out of this feature:

🥕 Check out the full tutorial: Carrot CRM – Follow Up Sequences

---

Opportunity Forms

You can use the default Opportunity Forms within each Opportunity or you can create your own based on your needs.

This video was recorded for InvestorFuse but the instructions also apply for Carrot CRM. This video will walk you through how to customize the form fields in your Property Details.

🥕 Check out the full tutorial: Carrot CRM – Create, Edit, or Delete Custom Opportunity Forms

---

Dead Reasons

Creating Dead Reasons will help you understand why exactly your Opportunities are marked dead so you can make informed decisions when formulating action plans.

This video was recorded for InvestorFuse but the instructions also apply for Carrot CRM. An introduction to Dead Reasons, this video will show you the best practices to make the most out of this feature:

🥕 Check out the full tutorial: Carrot CRM – Dead Reasons

---

Resurfacing

Resurfacing is like hitting the snooze button on a lead that you have marked dead, but that you may want to follow up with after a period of time.

This video was recorded for InvestorFuse but the instructions also apply for Carrot CRM. It will guide you through an overview of Resurfacing and show you the best practices to make the most out of this feature:

🥕 Check out the full tutorial: Carrot CRM – Resurfacing

---

Groups

Our Groups feature is a great way to keep your team organized, so you can close more deals in less time.

This video was recorded for InvestorFuse but the instructions also apply for Carrot CRM. An introduction to Groups, this video will show you the best practices to make the most out of this feature:

🥕 Check out the full tutorial: Carrot CRM – Groups

---

Transactions

The Transactions section is where someone like a Transactions Coordinator would spend most of their time in the CRM. This is where you update the status of your deals.

This video was recorded for InvestorFuse but the instructions also apply for Carrot CRM. An introduction to Transactions, this video will show you the best practices to make the most out of this feature:

🥕 Check out the full tutorial: Carrot CRM – Transactions

---

Workflows

The Workflows feature aims to help you be more efficient with your process with the help of automation. Workflows is a way to run a predetermined set of automation as soon as something happens to an Opportunity.

This video was recorded for InvestorFuse but the instructions also apply for Carrot CRM. An introduction to Workflows, this video will show you the best practices to make the most out of this feature:

🥕 Check out the full tutorial: Carrot CRM – Workflows