Contact Manager / Client Connect

Contacts vs. Prospects? LPS Real Estate Group2 Formerly in Paragon 4, Contacts where either a general contact or considered a Prospect if a type of Buyer or Seller was applied to the contact record. With Paragon 5 all Contacts regardless of type are now simply known as Contacts. The term Prospects has been removed from all menus.

Contact Manager Menus 3 Paragon 4 Paragon 5 CONFIDENTIAL - LPS Real Estate Group Client Use Only

P4 and P5 Contact Manager Screens 4 CONFIDENTIAL - LPS Real Estate Group Client Use Only

Contact Manager Wizard 5 After entering contact information and clicking save you are moved to the Contact Manager Wizard. Indicated by the next buttons in the top right corner. Clicking the Next or Back buttons allows you to navigate through the Vertical Menu items in the Left Navigation Pane. CONFIDENTIAL - LPS Real Estate Group Client Use Only

Adding a Search to a Contact 6 You can either create a new search or select an existing search. For this overview we will create a new search. CONFIDENTIAL - LPS Real Estate Group Client Use Only

Adding a Search to a Contact 7 Choose your search class Enter your search criteria and click Search. CONFIDENTIAL - LPS Real Estate Group Client Use Only

Saving the Search 8 From the Spread sheet you can listings, print, get driving directions and more. To save your search, click Save Search in the upper left corner. This saves the search and moves you to the next section of the Contact Manager Wizard. CONFIDENTIAL - LPS Real Estate Group Client Use Only On this screen you can also add the results set to a Listing Cart.

Saved Search Activity 9 Notification sets up the same way as in Paragon 4 (as seen in the next slide.) Client Connect works with notification, creating a website for clients to view listings. CONFIDENTIAL - LPS Real Estate Group Client Use Only

Contact Activity 10 Icon displays when there is: Activity for the Saved Searches for the Contact Activity on the Client Connect site. CONFIDENTIAL - LPS Real Estate Group Client Use Only

View and Manage Contacts 11 Select the plus sign on a row to open the corresponding Contact to show details for Saved Searches, Notifications or Client Connect activity for each Saved Search for the contact record. CONFIDENTIAL - LPS Real Estate Group Client Use Only

Auto Notification 12 If you know how to do something in Paragon 4, you already know how to do it in Paragon 5. notification works the same as in Paragon 4. CONFIDENTIAL - LPS Real Estate Group Client Use Only

What is Client Connect? Client Connect is a new way for an Agents clients to view listings sent to them from Paragon. When a saved search finds listings for a customer, the listings are sent to a Client Connect webpage. Customers go to the Client Connect page, log in, and view the Listings online. They can decide which are Favorites, Possible, or Rejects. 13 CONFIDENTIAL - LPS Real Estate Group Client Use Only

Client Connect When a customer takes action on their page of listings, you will be notified via . When they “comment” on a listing, Agents will be notified via . Agents will be able to return comments. notification of “actions taken” will be available to both Agents and Clients. See the Quick Start Guide or Video for more. Auto- of listings is still available. 14 CONFIDENTIAL - LPS Real Estate Group Client Use Only

Client Connect with Auto Notification 15 When setting up your first customer on Client Connect, this screen appears. After the link is set up, this screen will not appear again. It is recommended you use the tag suggested by Paragon. CONFIDENTIAL - LPS Real Estate Group Client Use Only

Notification Options for Client Connect 16 Links to customize the Client Connect site. Click Send Link to send site to your customer. Listing that will be sent to the customer. Note this also indicates listings that have been designated as Favorites, Possible, or Rejected. CONFIDENTIAL - LPS Real Estate Group Client Use Only

the Customer Receives 17 New Customers need to set up their Client Connect Password first CONFIDENTIAL - LPS Real Estate Group Client Use Only

Client Connect Home Page Users can easily configure their site via User Preferences or the Client Connect Wizard 18 CONFIDENTIAL - LPS Real Estate Group Client Use Only

19 Agent Info Office Info Matches, Favorites, Possible and Rejected tabs. This is where the listings will appear after they have been assigned by the customer. Assignment Buttons, to move the listing to Favorites, Possible or Reject. Comments can be sent between the agent and the customer. Switches between Horizontal view, (shown)Vertical View, Detail View and Print. CONFIDENTIAL - LPS Real Estate Group Client Use Only Client Connect Site

With Client Connect, Auto Notification does something a little different. 20 With Client Connect, Auto Notification now notifies both the Customer and the Agent of any activity on the Saved Search, or the Client Connect site. The example above is an notification to the agent of new listings for saved searches for 2 customers. CONFIDENTIAL - LPS Real Estate Group Client Use Only