Office Solution

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How can I edit my company information on the website?
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===How to edit company information===
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# Click the Administration button on the left screen of your Toolkit.
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# Click the '''Administration''' button on the left screen of your Toolkit.
# Enter the relevant company information in the Administration page.  
# Enter the relevant company information in the Administration page.  
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What can I do with the Agent Roster?
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===Agent Roster===
In the agent roster, you can:  
In the agent roster, you can:  
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# Add additional office locations and associated agents to your website.  
# Add additional office locations and associated agents to your website.  
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To add new agents
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How can I add new agents?
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[[File:Office_solution.png|border|link=http://wiki.propertyminder.com/images/2/29/Office_solution.png]]
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[[File:Office_solution.jpg]]
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# Click the '''Agent Roster'''.  
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# On the '''Agent Roster''' page, click the '''Add Agent''' button.  
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# Click the Agent Roster.  
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# On the Agent Roster page, click the Add Agent button.  
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# Enter the relevant information about the agent including:  
# Enter the relevant information about the agent including:  
#* Agent Name
#* Agent Name
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#* Web page address
#* Web page address
#* Slogan, Biography and additional statements
#* Slogan, Biography and additional statements
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# Click Save to save changes.  
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# Click '''Save''' to save changes.  
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To edit, view and delete existing agent profiles:
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# Click the '''Agent Roster'''.
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# On the '''Agent Roster''' page, use the action links (view, edit or delete) corresponding to the particular agents name.
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You can also link your office website with your agent's PropertyMinder website to have the ability to transfer your leads between agents.
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To link the profile:
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# Click the '''Agent Roster'''.
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# On the '''Agent Roster''' page, click the '''Links Agent''' button.
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# Enter your realtor's PropertyMinder website address and click '''Link'''. The realtor will receive the invitation. When realtor accept the invitation from the Toolkit you will the record in your Agent Roster.
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[[File:Office_solution1.png|border|=linkhttp://wiki.propertyminder.com/images/d/dc/Office_solution1.png]]
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====Leads Routing====
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# To transfer leads to your agents go to your office CRM and click '''Contact list'''
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# Chose the contact you would like to pass and click '''Rout lead'''.
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#; [[File:Office_solution2.png|border|link=http://wiki.propertyminder.com/images/4/4c/Office_solution2.png]]
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# Chose the agent and click '''Rout lead''' again.
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#; [[File:Office_solution3.png|border|link=http://wiki.propertyminder.com/images/3/39/Office_solution3.png]]
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Our system will send the notification email to the agent and the lead appears in '''Leads routing''' page if the '''Toolkit'''.
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[[File:Office_solution4.png|border|link=http://wiki.propertyminder.com/images/6/65/Office_solution4.png]]
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When the agent accept the lead, it will appear in agent's CRM as contact.
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[[File:Office_solution5.png|border|link=http://wiki.propertyminder.com/images/3/3d/Office_solution5.png]]
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At any moment the agent can pass the lead back by clicking '''Return lead''' on '''Leads routing''' page.
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How can I edit, view and delete existing agent profiles on my office website?
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* To see how you agent is working with the lead go to '''Leads Routing''' tab of your CRM and open '''Lead Tracker''' page. Click '''Action log''' link next to the lead.
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*:: [[File:Office_solution6.png|border|link=http://wiki.propertyminder.com/images/4/4e/Office_solution6.png]]
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* You may find the list of lead which were not yet accepted by agents on '''Not accepted Leads''' page of '''Leads routing'''.
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* To see the full list of agents and leads transferred to them open '''Agent tracker''' page.
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# Click the Agent Roster.
 
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# On the Agent Roster page, use the action links (view, edit or delete) corresponding to the particular agents name.
 
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How can I add a new office and create its profile on my office website?
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===To add a new office===
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# Click on the Agent Roster.  
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# Click on the '''Agent Roster'''.  
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# On the Agent Roster page, click the Add Office button.
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# On the '''Agent Roster''' page, click the '''Add Office''' button.
# Enter the relevant information about the agent including:  
# Enter the relevant information about the agent including:  
#* Office Name
#* Office Name
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#* Areas served by the office
#* Areas served by the office
#* MLS Information (Office Broker Code)
#* MLS Information (Office Broker Code)
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# Click the Save button to save changes.
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# Click the '''Save''' button to save changes.

Latest revision as of 05:04, 27 June 2011

Contents

How to edit company information

  1. Click the Administration button on the left screen of your Toolkit.
  2. Enter the relevant company information in the Administration page.


Agent Roster

In the agent roster, you can:

  1. Manage the agent contact information and profile displayed on your website.
  2. Add new agent profiles to your office website.
  3. Add additional office locations and associated agents to your website.

To add new agents

Office solution.png

  1. Click the Agent Roster.
  2. On the Agent Roster page, click the Add Agent button.
  3. Enter the relevant information about the agent including:
    • Agent Name
    • Title
    • Contact Information
    • Email
    • MLS Information (Agent ID/DRE number)
    • Photo
    • Web page address
    • Slogan, Biography and additional statements
  4. Click Save to save changes.

To edit, view and delete existing agent profiles:

  1. Click the Agent Roster.
  2. On the Agent Roster page, use the action links (view, edit or delete) corresponding to the particular agents name.

You can also link your office website with your agent's PropertyMinder website to have the ability to transfer your leads between agents.

To link the profile:

  1. Click the Agent Roster.
  2. On the Agent Roster page, click the Links Agent button.
  3. Enter your realtor's PropertyMinder website address and click Link. The realtor will receive the invitation. When realtor accept the invitation from the Toolkit you will the record in your Agent Roster.

=linkhttp://wiki.propertyminder.com/images/d/dc/Office_solution1.png


Leads Routing

  1. To transfer leads to your agents go to your office CRM and click Contact list
  2. Chose the contact you would like to pass and click Rout lead.
    Office solution2.png
  3. Chose the agent and click Rout lead again.
    Office solution3.png

Our system will send the notification email to the agent and the lead appears in Leads routing page if the Toolkit.

Office solution4.png

When the agent accept the lead, it will appear in agent's CRM as contact.

Office solution5.png

At any moment the agent can pass the lead back by clicking Return lead on Leads routing page.


  • To see how you agent is working with the lead go to Leads Routing tab of your CRM and open Lead Tracker page. Click Action log link next to the lead.
    Office solution6.png
  • You may find the list of lead which were not yet accepted by agents on Not accepted Leads page of Leads routing.
  • To see the full list of agents and leads transferred to them open Agent tracker page.


To add a new office

  1. Click on the Agent Roster.
  2. On the Agent Roster page, click the Add Office button.
  3. Enter the relevant information about the agent including:
    • Office Name
    • Contact Information
    • Office Address
    • Areas served by the office
    • MLS Information (Office Broker Code)
  4. Click the Save button to save changes.
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