EMAIL - OWA – Outlook Web Access
Setting program options (including a compliant email signature and a hyper-link to your web page)
Ø Overview of the program’s functionality
Ø Managing your contacts
§ Adding contacts manually or adding from an email received
§ Setting up a main “Personal Folders” folder to put all other folders in for easy access
§ Creating distribution groups and naming them
FIVESTREET
Ø Confirmation of agent's account setup
Ø Overview of the program's functionality
Ø Managing leads
WEB SITE OVERVIEW
Ø Basic overview of the company web site and it’s functionality
Ø Introduction to the Sales Associate’s web page (separate URL)
ASSOCIATES ONLY INTRANET SITE
Ø Applications
My Profile Editor - Creating your agent web page profile
My Customer Manager – Adding and Managing Customers
My Listing Manager – see the different ways to manage your listing
Ø Links - An overview of direct links to various sites and programs
Do Not Call look up – Hand-Out given showing how to sign in and create an account
Ø Library
Company-wide folders and files - all users
Office specific folders and files
REALTOR.COM
Ø Setting up your company showcase account – filling out everything in the profile areas
Ø How to enhance your listings