Chapter 29 - Working with Prospects

Buttons

Synch Button - Synchronize event to VML:

1. Sends notification e-mail to listing agent to alert that a showing event has been scheduled
2. Sends text message to pager if agent has setup VML account for text messaging
3. Transmits information to Showings Tab of listing agents VML account

Print button: Click to print the Contact Detail Report

View button: Click to view inbound/outbound records in list format (toggles Call History and Call List view)

Save button: Click to save info

Marketing:   Click to assign marketing plan to prospect

Email:  Click to send notification/contact information to assigned agent or insert desired email address

Profile:  If Buyer type, fill out as much as possible

Filter button:  Used to filter display of records/tickler by Origin (Note: Must click Edit key to activate)

Referrals button:  Applies to Relocation type only:

• Select button
• Enter/select office that is to be paid
• Enter/select Inbound/Outbound option
• Enter % to be paid (e.g., .25, .35, etc…)