Getting Started

Getting Started

If you are a real estate agent new to NextMove PRO, here are the steps to help you get set up and start managing your sales. 

1. Import Your Contacts 

One of the first things you should do when getting started with NextMove PRO is to import your contacts. This will make creating transaction cards a lot easier if you already have all of your contacts in the system. Click here to learn how to import contacts!


2. Enter Current Transactions

If you are currently working with clients or if you recently closed a few deals, go ahead and enter all of those transactions into the system. You will do this by creating a Transaction Card for each of your deals and moving them through the sales funnel. Click here to learn how to create a transaction card!


3. Set Your Goal

To make sure you are tracking your progress correctly and are on track to reach your goals, you need to set your goal. Click here to learn how to set your goal!

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    • Set Your Goal

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    • Create a New Source

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    • Video Overview of NextMove PRO

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    • Create a Transaction Card

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