Topic: Clients

Boost Your Marketing Efforts Using New CRM3 Features (Webinar)

July 6, 2017 by engageRE

During this webinar, we reviewed two of the newest CRM features: the Business Planning & Sales Pipeline feature and Email Tokens. The Business Planning & Sales Pipeline module enables you to enter business goals and conversion ratios directly from your agent dashboard and track your sales goals throughout the year. Email tokens allow you to personalize emails sent to customers via the engageRE Agent Portal/LeadStreet. Both of these new features are powerful tools to help you boost your marketing efforts!

Download Email Token List

Download Business Planning & Sales Pipeline Terminology List

Related Article: CRM3 on the Move

Client Saved Searches (series)

April 13, 2017 by engageRE

Create a Client Saved Search Using Basic Criteria

Setting up a basic search has many advantages. It's fast and easy to maneuver, and there are quite a few filters available. Another advantage of performing a basic search is that it allows you to select multiple property types. In this short video, learn how to set up a client saved search using basic criteria.

Create a Client Saved Search Using Advanced Criteria

Do you want to create even more powerful searches? There are many more options available under the Advanced Search which allows you to be much more selective with your search criteria. You can also combine some of the basic criteria with an advanced search to create a much more tailored search for your customer. Note that advanced searches must be confined to a single property type. If you want to create a search using multiple property types such as Condo and Single Family Homes, a Basic search will be required. In this short video, learn how to create a customer search using Advanced criteria.

NOTE: the available filters in an Advanced Search are MLS dependent.

Create a Client Saved Search Using the Polygon Tool

The polygon tool allows you to create a customer search based on a multi-point geographical area. This is a great way to create subdivision searches if your MLS doesn't provide a neighborhood filter or if you want to create a neighborhood search with multiple property types. Learn how to create a customer search using the polygon tool in this short video.

Working with Classifications (video)

April 7, 2017 by engageRE

Working with Classifications is a great way to organize your clients. Classifications also gives you a quick snapshot of your current clients.

Access My Property Finder (video)

April 7, 2017 by engageRE

Learn how to access a client's My Property Finder. This will allow you to work on behalf of your client to save searches or save favorites.

Add a Bulletin Board Message (video)

April 7, 2017 by engageRE

Learn how to post a bulletin board message to a client's My Property Finder Dashboard.

Using the File Archive (video)

April 7, 2017 by engageRE

Learn how to upload a file to a client's My Property Finder Dashboard. This handy feature will allow you to share documents such as floor plans, property maps, and much more!