Welcome
From PropertyMinder WIKI
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## [[My Account]] | ## [[My Account]] | ||
## [[Preferences]] | ## [[Preferences]] | ||
| - | ## [[Website Statistics | + | ## [[Website Statistics]] |
# [[Toolkit]] | # [[Toolkit]] | ||
## [[Client Relationship Manager]] (CRM) | ## [[Client Relationship Manager]] (CRM) | ||
Revision as of 03:51, 6 June 2011
NEED WELCOME TEXT HERE
New navigation (it will be the navigation on the left)
- Welcome page
- How to use this help
- Getting Started
- New User page (list of most useful articles for new client (not the wizard)
- Edit Website
- Toolkit
- Office Solutiom
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When you log in to the Toolkit, you will see the website customization & management tools and the nine major services represented with icons and links.
WEBSITE CUSTOMIZATION AND MANAGEMENT TOOLS
These tools are located on the left panel of your Toolkit.
Personal Profile - personal contact info, password, company info, logo, area of operations
Website Editor (frameless) - your picture, slogan, website design, resume, custom pages and links, agouti lead capture tool, meta tags editor.
Website Editor (framed) - your picture, slogan, website design, resume, custom pages and links, agouti lead capture tool, meta tags editor.
My Account - update your billing information, add / transfer a domain, create and forward emails.
Preferences - required/optional fields on lead capture forms, listing page preferences (maps, mortgage calculator), Ignored Searches preferences.
Website Statistics - overview of activities on your website for a selected time period.
Hits Tracking - traffic (history of page views), Search Engine/Referrals (different ways visitors found your site)
Resources - forms, reports, white papers and support documents.
NINE TOOLS IN YOUR TOOLKIT
These tools are located in the center frame of your Toolkit.
Client Relationship Manager (CRM)
Manages your contacts and captured visitors. Includes address book, email marketing, auto follow-up campaigns, message library, e-cards, and import/export contacts feature.
MLS Searches (MLS Access Tools)
Setup new searches and automatically activate online MLS searches, email and wireless alerts, listing price watch, client tracking and activity analyzer and buyer match for new listings.
Send single and multiple listing flyers by email to a selected client or to a group of contacts.
Show your open houses for the coming weekend.
Create virtual tours and slide show presentations using digital photos. Build listing presentation drafts, update them, and then publish the. Post the virtual tour on the MLS, add the link on your website or email it to your clients.
Create a Comparable Market Analysis Report. Send a report that gives instant home value. You can send the report via email to your prospective client or print it for a listing appointment.
Show Featured Listings, Exclusive or "Pocket" Inventory, Rentals, Homes sold, etc. You can edit listings, add pictures, include virtual tours, and hide/show the listing hit counter. Your featured and office listings are automatically loaded from the MLS.
Provide up-to-the-minute information on the status of transactions. Automatic timely reports to maintain client contact post transaction.
Display custom lists of Home Care Contractors/Professionals. Agents custom referral list for Inspections, Repair & Installation, Landscaping & Gardening, Cleaning, Appliance Repair, or Pool & Spa Maintenance. This list is automatically emailed to any client requesting a contractor referral from your website.
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