Choosing a persona
At registration the client identifies as a buyer, seller, or investor. Today that persona tags their GenieCRM™ lead record, giving your agents an immediate read on intent. Persona-tailored dashboard views — seller valuation tools, investor return metrics — are rolling out next.
Why it matters
The persona gives your agents an immediate read on intent from the moment a client registers, and it is the foundation for the persona-tailored dashboards coming next.
