Articles

Options for tracking Contacts in the new Transaction Plan

Contacts in your company come from many sources. Over time, by using Transaction Plan your staff together with your Agents wind up building  a Company-wide master contact database. Contacts might come from Agents who use Transaction Plan as their CRM database, or they might come from a RELO director who uses Transaction Plan to distribute leads to Agents or they might come from a Lead Router import.

Regardless of the source of your leads, you may want to organize the leads in specific ways. During todays webinar we are going to cover:

– setting up a list of contact Sources
– defining contact Types
– creating Contact Groups, for email campaigns

If time allows, we are also going to cover linking leads to Transactions and storing email communication with Buyers & Sellers in your Transaction history

Because these Transaction Plan webinars are over-subscribed, this webinar is limited to only current clients of AccountTECH

Title: Setting up for Property Timeline tasks in the new Transaction Plan
Date: Wednesday, August 15, 2013
Time: 1:30 PM – 2:30 PM EDT
After registering you will receive a confirmation email containing information about joining the Webinar.

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Space is limited.

Reserve your Webinar seat now at:
https://www1.gotomeeting.com/register/169448000