Getting Started PropertyMinder Lite Sites and Leads Routing

Transcription

1 Getting Started PropertyMinder Lite Sites and Leads Routing How to login, customize your website, and manage incoming leads. PropertyMinder Support: Tawd Frensley VP Sales and Marketing Office: ext Direct:

2 LOGGING IN TO YOUR PROPERTYMINDER ACCOUNT - Go to ex.: - Click Agent Login in the bottom of the webpage - Your address is your login. It will auto-fill for you. - Your password is password. 1

3 CHANGE YOUR PASSWORD - From your Toolkit, select Personal Profile in the left column - Type in your old password, which is password - Enter your desired password, then re-enter the password - Click Submit at the bottom of the page 2

4 UPDATE ALL PROFILE INFO - Add as much information as possible to your profile - Find and download the PropertyMinder Troop Logo here: 3

5 SET UP FREE TEXT NOTIFICATIONS - On your SmartPhone, create a new text message - Where you would normally add a phone number for the recipient, enter your address instead. ex: Enter Recipient: bjames@troop.com - Write test in the body of the text message, and Send - In your inbox, look for the text message you sent to that address - Take note of the address it sent FROM. ex: @vtext.com - Enter that address in the Secondary field in your PropertyMinder Account. The secondary is not published. All incoming leads will now be sent to your AND your phone as a text message. - Click Submit 4

6 UPDATE YOUR PHOTO & PERSONAL LOGO 5

7 - Contact Troop Graphics for cropped images: Phone: Custom logo size must be less than 260x260 pixels. Large image will be scaled down to 260 pixels in width. Please notice that in client s your logo will be displayed in its original format without any resizing! Optimal Photo image size is 129x159 pixels and should be vertical. Warning! Please, do not upload large images. It may affect the web-site s design or cause site s slow response. 6

8 CHANGE PHOTOS ON WEBSITE 7

9 CHANGE BUTTON PHOTOS 8

10 - Click the images in the bottom of the pop-up window to remove them - Next, find images that relate to real estate and click on the images you wish to use instead. - Click OK, then Save 9

11 Quick Tip AVOID SKEWED RESIZING Be selective when choosing photos for your website. See how above images are squished to fit the space. Each image for this template needs to be perfectly square to fit correctly, not rectangular. Contact Tawd Frensley for help cropping images in the PropertyMinder library. Or, ask Troop Graphics for help finding square images you can use as custom uploads instead. 10

12 CHANGE BANNER PHOTOS 11

13 MANAGE INCOMING LEADS - When notified you have a lead from troop.com, Login the Toolkit - Select Leads Routing 12

14 - Accept or Reject the lead. - If you do not respond within 1 hour, the lead will be removed from your account and routed to another agent. - Leads are not moved between 8PM and 10AM the next morning. 13

15 - Accepted Leads show up as contacts in your Client Relationship Management Tool - From your ToolKit, select the Client Relationship Management link 14

16 - In your Contacts database, Click the contact s name to contact them 15

17 - Click Send Message 16

18 - Create a new message manually - Select a Template - Send your message 17

19 IMPORT YOUR DATABASE - All contacts you import into your CRM are only viewable by you. - All leads routed to you from troop.com are visible to your manager and you. - You can use this CRM system as your tool for managing your contacts. - To import your database, from your ToolKit select Client Relationship Management 18

20 - Click on Import Contacts 19

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22 MANUALLY ADD A CONTACT - From the Client Relationship Management Dashboard, - Select New Contact - Enter Contact Details and Notes - Save 21

23 SORT CONTACTS INTO GROUPS - From the Client Relationship Management Dashboard, - Select Groups - Edit Groups by creating new groups and/or deleting default groups 22

24 - From the Client Relationship Management Dashboard, - Select Edit Contact - Edit Groups to assign this contact to by adding/removing the appropriate groups in the contact edit window. 23

25 THANK YOU! - Visit TroopToolbox.com for archived links to Lite Site tutorials - Visit wiki.propertyminder.com for full tutorials on all PropertyMinder functions 24