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Home > By Audience > Region Specific Articles > Central Region > Client Registration Options in CRM3

Client Registration Options in CRM3

November 8, 2016 by engageRE

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:

reliancetechbrief_registrationedit_remax

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.

Filed Under: Central Region, CRM3, engageRE, engageRE Region (eRE), LeadStreet, Mid-states Dixie Region, The Tech Assist Blog Tagged With: Format: Tech Tips, Series: CRM3, Skill: Intermediate, Topic: Leads

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© Copyright 2019 real.leads, inc.

engageRE is a trademark of real.leads, inc. LeadStreet is a registered trademark of RE/MAX, LLC. Other trademarks are the property of their respective owners