Dream Finders Homes · Learning library
Training
Setup, daily routines and step-by-step HubSpot guides.
Overall training progress0 of 23 complete
4 guides · Sales Process
Sales Process
Work a Prospect
Review contact history, communicate with prospects, record notes, schedule follow-up and use Breeze AI to prepare and draft faster.
Open guideCompleted steps0 of 9 completeManage Your Pipeline
Work the Dream Finders Sales Pipeline and keep stages, probabilities, outcomes and next steps accurate.
Open guideCompleted steps0 of 3 completeWorking Deals Through the Dream Finders Sales Pipeline
See where every deal sits, move it forward only when the buyer genuinely moves, and keep the record current so your forecast and your manager's numbers are true.
Open guideDream Finders Sales Process and Contact Status
Understand each Contact Status, when to use it and how it relates to Deals.
Open guideCompleted steps0 of 1 complete