|
 Custom
Searches
 |
Topic |
Description |
| Create
a Custom Search |
This movie shows you
how to create a custom search using the Quick Search functionality.
This movie includes, how to:
- Access the Quick Search screen
- Add search criteria
- Save the search as a custom search
- Name the custom search
|
| Add
Fields to a Saved Search |
You will learn how
to add fields to a saved custom search. This movie includes, how
to:
- Access the saved search list
- Add an Available Field to the Selected Fields list
- Use the Search For field
- Add values to the newly added field
- Save the modified search
|
| Search
Using a Saved Search |
You will learn how
to perform a search using an existing saved search. This movie
also:
- Describes the search results screen elements
- Identifies the functions you can perform on the search results
list
|
| Revise
a Saved Search |
You will learn how
to revise a saved custom search. This movie includes, how to:
- Access the saved search list
- Update a value in an existing field
- Save the modified search
|
|
Delete a Saved Search |
You will learn how
to delete a saved custom search. This movie includes, how to:
- Access the saved search list
- Delete a saved search
|
|
PROSPECTING WITH TEMPO
|
TOPIC |
DESCRIPTION |
| Steps
to Set Up a Client Gateway
|
The link on the left identifies the
steps to set up a Client Gateway. The following movies walk you
through each of the steps. A link exists between each movie so
that you can go from one step to the next:
|
|
Steps to Add a New Prospect
|
The link on the left identifies the
steps to add a new prospect record. The following movies walk
you through each of the steps. A link exists between each movie
so that you can go from one step to next. You will need to down
load all of the movies if you want to follow the entire set of
steps.
|
|
Change Contact Information |
You will learn how
to change a prospect's contact information. This movie includes,
how to:
- Access the prospect list
- Access the prospect's contact information
- Modify the the contact information
- Change the propect record expiration date
|
| Working
with Searches |
You will learn how
to work with a prospect's saved searches. The following movies
cover these topics:
|
|
Work with Prospect Record Comments |
You will learn how
to work with comments in prospect records. This movie includes,
how to:
- Access the prospect list
- Access your comments on a prospect
- Add, delete, and edit your comments
|
|
Update a Prospect's Client Gateway |
You will learn how
to update the prospect's Client Gateway. This movie:
- Accesses the prospect list
- Identifies where you can change the Client Gateway home page
greeting
- Identifies where to change the tickler message frequency
- Identifies where you can resend the email link to the prospect's
Client Gateway
|
|
View E-mail History |
You will learn how
to view and work with a prospect's email history. This movie:
- Accesses the prospect list
- Accesses the prospect's email history
- Identifies the email history elements
- Deletes an email entry
|
|
Edit the Time Stamp |
This topic was not
covered in the course. This is an additional tool to help you
edit the time stamp for a search. This movie:
- Identifies reasons for changing the time stamp
- Runs a saved search
- Shows the results of running a time-stamped search with no
records found
- Shows how to change the time stamp using the Settings function
- Saves the edited time stamp
- Reruns the search with the new time stamp
|
|
Edit the Tickler Message |
This topic was not
covered in the course. This is an additional tool to help you
edit and customize the tickler message. This movie:
- Accesses the tickler message
- Describes the message frequency
- Accesses and describes the Default template
- Describes the merge fields
- Switches to the Source View Mode
- Describes the prospect's personal web site URL
- Deletes a merge field from the template
- Adds a merge field to the template
- Saves the modified template
- Describes other tickler message options
|
|
INTERACTING
USING CLIENT GATEWAY
|
Topic |
Description |
| Available
Prospect Tools
|
You can use this topic to assist your
prospects in understanding the tools available to them through
their Client Gateway. This is an overview of the tools available
to them, including:
- Describing the Client Gateway home page
- How to access their property list
- Change the sort order of the property list
- Comment on properties (communicating with their agent)
- Accessing the Property Detail page
- Editing notes
- Categorizing properties
- Emailing their agent
- Sending a link of a property to a friend
- Locate a property using mapping tools
|
| Prospect:
Access the Client Gateway |
You can use this topic to assist your prospect's
in accessing their Client Gateway. This movie shows the prospect
how to:
- Access their Client Gateway using the email they receive from
you
- Shows them how to book mark their web site using Internet
Explorer's Favorites feature
|
| Prospect:
View the Property Details |
You can use this topic to assist your prospects
on how to view the property details for a property. This movie
shows the prospect how to:
- Access the list of properties
- View the property's brief description
- Access the property's detail report
- View the available photos for the property
|
| Prospect:
Categorize Properties |
You can use this topic to assist your prospect
on categorizing properties. This movie shows the prospect how
to:
- Access the Detail Report
- Select a category option
- Add a note on the property (in the category)
- View the category type for the property
- Use the category tabs on their home page to view the properties
in the category
|
| Prospect:
Comment on a Property |
You can use this topic to assist your prospect
in commenting on a property. This movie shows the prospect how
to:
- Identify reasons for making comments
- Use the Save or Make Notes link
- Informs them that you can view their comments on their Client
Gateway
- Use the Detail Report to make comments
- Respond to an agent comment and categorize the property at
the same time
- Review their comments from a category tab on their home page
|
| Prospect:
Map a Property |
You can use this topic as an overview of the mapping
features available to your prospects. This movie shows the prospect
how to:
- Map all the properties in the property list
- Use the Map This Property feature
- Zoom in, zoom out, and pan on a map
- Access an aerial photo of the property
- Access a photo of the property
- Match the property description to a number on the map
- Print the map
|
| Agent:
Access Prospect's Client Gateway |
You will learn how to access the prospect's Client
Gateway, as an agent. This movie:
- Accesses the prospect list
- Discusses the Last Client Gateway Access field
- Accesses the prospect record
- Accesses the prospect's Client Gateway
|
| Agent:
Respond to Prospect's Comments |
You will learn how to respond to a prospect's
comments that they enter on their Client Gateway. This movie:
- Accesses the prospect list
- Discusses New Saved Listings and Saved Listings
- Accesses the prospect's Client Gateway
- Discusses the category tabs on the home page
- Identifies where the prospect's comments are located
- Adds a comment on a property
- Sets an agent recommendation using the property detail report
- Highlights the Agent Recommendation tab on the home page
- Send an email to the prospect using the Prospect List email
feature
|
| Agent:
Recommend Properties to a Prospect |
You will learn how to recommend properties to
a prospect by performing a search and selecting properties. This
movie:
- Accesses the prospect list
- Runs a saved search
- Selects properties to recommend to the prospect
- Performs a Send to Prospect function
- Adds the recommended properties to the prospect's Client Gateway
- Reviews the recommendations by accessing the prospect's Client
Gateway
|
