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Pro Gold i2 Online User Manual

 

Chapter 29 - Working with Prospects

Enter a Call History

Click New Call button:
  • Select Call Type:
  • Inbound call: Select this option if the prospect contacted you
    • Enter Source:  Select appropriate source from list
    • Enter Date
    • Enter Time
    • Click binoculars Property box  to search for the property the prospect inquired about Note: there are only two options:
      • A property is specified:  Search for the actual property asked about
      • No Property was specified:  Search for: No Specific Property
  • Outbound call: Select this option if you are contacting the prospect or your agent
    • Purpose:  Verify entry; The next outbound event should populate automatically
    • Date:  Verify entry
    • Time:  Verify entry

    Sample Inbound/Outbound Call Entry Screen

  • The Next Contact Date controls the event populating in the Tickler
  • When the last outbound call is completed (i.e., 3 Month), the system will notify all required calls have been completed and prompt user to update the Next Contact Date field manually if they want to continue to follow-up