During this webinar, we reviewed the new LeadStreet (CRM3) that was released in mid-November. CRM3 has a dynamic new navigation system, responsive and tablet functionality, enhanced business resources, and a brand new Agent Dashboard offering greater insight into the potential value of your online business.
Archives for 2016
CRM3 for LLC Regions
During this webinar, we reviewed the new engageRE Agent Portal (CRM3) that was released in mid-November. CRM3 has a dynamic new navigation system, responsive and tablet functionality, enhanced business resources, and a brand new Agent Dashboard offering greater insight into the potential value of your online business.
Client Registration Options in CRM3
With CRM3, you have the capability to setup client registration rules that you feel are optimal for the experience on your website.
In addition to the the "min/max" options of earlier versions of the Agent Portal, several mid-level options can be combined to produce exactly the right experience.
The settings that control this feature can be found on the Leads > Settings page:
These options have the following meanings:
- Immediate Registration - If selected, a consumer must register to see any Listing Details.
- Unlimited Registration - If selected, a consumer is not prompted to register until they select a function (such as save favorite) that requires an account.
- Maximum Registration - If selected, a consumer is required to register to see selected details on a Listing Detail pages.
- Mid-Level Registration
- Hard Registration if selected, requires a consumer to register after a selected amount of views to see additional Listing Details
- Soft Registration if selected, will prompt a consumer to register after a selected amount of views to see additional Listing Details.
- Within Soft Registration you can allow a user to opt out of the prompts, as well as whether to prompt a consumer on their first view before starting the listing count.
- Phone Number Registration - If enabled, a consumer is required to include a phone number to complete registration.
A Quick Tour of CRM3
This video walks through some of the new features of CRM3.
Accepting Leads Via Text in CRM3
Refer to our updated Tech Assist article for the most recent article on Instant Acceptance of leads.
Options For Getting Alerts From Your engageRE WordPress Website
- Use The VIP Email Notification Features Of Your Mobile Phone
- Add donotreply@engageremarketing.com and website@real-estate-mail.net to your VIP List
- Setup Distinctive VIP Notifications
- Enter Email-to-SMS “Gateway” Address as the Email 2 address in LeadStreet/engageRE and WordPress.
- e.g. 9702350069@vtext.com
- May Be Best To Use Paid Gateway Service (e.g. TextMagic.com)
- WordPress Setting Change Must Be Done by engageRE.
- Use A Different Email/Messaging Service Just For Website Alerts
- Gmail, Hotmail, Facebook Messenger, Google Hangouts, Skype
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