Linear Realty, LLC Sales ▪ Leasing ▪ Management Sales ▪ Leasing ▪ Management Input of Prospecting sheet.

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Welcome to the Second Tutorial
Welcome to the Second Tutorial
Completing the Transcript Information
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Linear Realty, LLC Sales ▪ Leasing ▪ Management Sales ▪ Leasing ▪ Management Input of Prospecting sheet

Linear Realty, LLC Sales ▪ Leasing ▪ Management Sales ▪ Leasing ▪ Management Linear Realty uses the “Property Prospect Sheet” to collect FSBO information. An example of this Sheet is on the next slide.

Linear Realty, LLC Sales ▪ Leasing ▪ Management Sales ▪ Leasing ▪ Management

Linear Realty, LLC Sales ▪ Leasing ▪ Management Sales ▪ Leasing ▪ Management Our salespeople will fax these forms into Transaction Desk Weekly

Linear Realty, LLC Sales ▪ Leasing ▪ Management Sales ▪ Leasing ▪ Management

Linear Realty, LLC Sales ▪ Leasing ▪ Management Sales ▪ Leasing ▪ Management The last form is an example of the prospect sheet filled out

Linear Realty, LLC Sales ▪ Leasing ▪ Management Sales ▪ Leasing ▪ Management You will check Transaction Desk daily for Prospect Sheets. You will then enter all the property information into the Company’s Database.

Linear Realty, LLC Sales ▪ Leasing ▪ Management Sales ▪ Leasing ▪ Management To comply, login to Transaction Desk

Linear Realty, LLC Sales ▪ Leasing ▪ Management Sales ▪ Leasing ▪ Management A transaction for your prospects has already been created for you

Linear Realty, LLC Sales ▪ Leasing ▪ Management Sales ▪ Leasing ▪ Management The newly faxed prospect sheets will be in this area

Linear Realty, LLC Sales ▪ Leasing ▪ Management Sales ▪ Leasing ▪ Management You will check: (1)Do-Not-Call List (2)Verify the Contact information (3)Enter into database

Linear Realty, LLC Sales ▪ Leasing ▪ Management Sales ▪ Leasing ▪ Management You will upload the Prospect sheet back into Transaction Desk with the before mentioned changes

Linear Realty, LLC Sales ▪ Leasing ▪ Management Sales ▪ Leasing ▪ Management Use this Fax Back Cover Sheet to upload prospect sheets into Transaction Desk

Linear Realty, LLC Sales ▪ Leasing ▪ Management Sales ▪ Leasing ▪ Management Please delete the initial sheet from Transaction Desk and print out the updated sheet and place it in your prospect folder

Linear Realty, LLC Sales ▪ Leasing ▪ Management Sales ▪ Leasing ▪ Management This is one of the changes you will make 198

Linear Realty, LLC Sales ▪ Leasing ▪ Management Sales ▪ Leasing ▪ Management If the number is “NOT Registered," or OK YOU CAN CALL

Linear Realty, LLC Sales ▪ Leasing ▪ Management Sales ▪ Leasing ▪ Management If the number is “Registered,” or NO YOU CAN NOT CALL

Linear Realty, LLC Sales ▪ Leasing ▪ Management Sales ▪ Leasing ▪ Management Here is another one of the changes you will make 198

Linear Realty, LLC Sales ▪ Leasing ▪ Management Sales ▪ Leasing ▪ Management Each contact will automatically be given a number when it is entered into the database

Linear Realty, LLC Sales ▪ Leasing ▪ Management Sales ▪ Leasing ▪ Management

Linear Realty, LLC Sales ▪ Leasing ▪ Management Sales ▪ Leasing ▪ Management After you have completed the initial sheet, the agents or Office Manager may new information using the client number as a reference

Linear Realty, LLC Sales ▪ Leasing ▪ Management Sales ▪ Leasing ▪ Management Here is an Example

Linear Realty, LLC Sales ▪ Leasing ▪ Management Sales ▪ Leasing ▪ Management Let’s say that the agent made the initial contact call to this prospect 198

Linear Realty, LLC Sales ▪ Leasing ▪ Management Sales ▪ Leasing ▪ Management You update the contact column with the type of contact and the date Lt Msg 7/9/08 198

Linear Realty, LLC Sales ▪ Leasing ▪ Management Sales ▪ Leasing ▪ Management Update the Company’s Database also

Linear Realty, LLC Sales ▪ Leasing ▪ Management Sales ▪ Leasing ▪ Management Select the form of contact

Linear Realty, LLC Sales ▪ Leasing ▪ Management Sales ▪ Leasing ▪ Management If the initial contact was a letter, postcard, call, , or a personal visit; than, you notate that in the contact column along with the date of the contact.

Linear Realty, LLC Sales ▪ Leasing ▪ Management Sales ▪ Leasing ▪ Management Update the Last Contacted Date

Linear Realty, LLC Sales ▪ Leasing ▪ Management Sales ▪ Leasing ▪ Management The purpose of this section is to tell, at a glance, how long the contact has been in our database, and when was the last time we contacted them

Linear Realty, LLC Sales ▪ Leasing ▪ Management Sales ▪ Leasing ▪ Management As the more current contacts develop, the old contact information is to be stored in the Notes field

Linear Realty, LLC Sales ▪ Leasing ▪ Management Sales ▪ Leasing ▪ Management Again, the agent needs to be specific about the type of contact. If they called, do not just write CALL. Write Left Message (Lt Msg), Made Appointment (Appt), Wrong Number, Busy, or Disconnected.

Linear Realty, LLC Sales ▪ Leasing ▪ Management Sales ▪ Leasing ▪ Management If we have a client set up on a scheduled contact campaign, then we will you the specifics about how we contacted the client, so you can update your records.

Linear Realty, LLC Sales ▪ Leasing ▪ Management Sales ▪ Leasing ▪ Management Here is an example of another contact update Lt Msg 7/9/ Letter 7/19/08

Linear Realty, LLC Sales ▪ Leasing ▪ Management Sales ▪ Leasing ▪ Management Again, update the contact’s information in the company’s database. More on the database to follow.

Linear Realty, LLC Sales ▪ Leasing ▪ Management Sales ▪ Leasing ▪ Management Example of the Linear Database

Linear Realty, LLC Sales ▪ Leasing ▪ Management Sales ▪ Leasing ▪ Management Begin by assigning the respective salesperson to the contact

Linear Realty, LLC Sales ▪ Leasing ▪ Management Sales ▪ Leasing ▪ Management Next, assign the type of client

Linear Realty, LLC Sales ▪ Leasing ▪ Management Sales ▪ Leasing ▪ Management The start date is always the day that you enter the information.

Linear Realty, LLC Sales ▪ Leasing ▪ Management Sales ▪ Leasing ▪ Management After you enter the phone number, check the Do-Not-Call List

Linear Realty, LLC Sales ▪ Leasing ▪ Management Sales ▪ Leasing ▪ Management How do I look up numbers on the DO-NOT-CALL LIST?

First, go to the National DO-NOT-CALL LIST Linear Realty, LLC Sales ▪ Leasing ▪ Management Sales ▪ Leasing ▪ Management Our Organization ID is Your Downloader password is ZvMvK^22

Linear Realty, LLC Sales ▪ Leasing ▪ Management Sales ▪ Leasing ▪ Management How do I look up numbers on the DO-NOT-CALL LIST?

Linear Realty, LLC Sales ▪ Leasing ▪ Management Sales ▪ Leasing ▪ Management How do I look up numbers on the DO-NOT-CALL LIST? Fill in each field like the illustration

This page should come up.

Fill in Phone number

Scroll Down to the bottom of the page. Click on the “Yes, I agree,” then click on “SUBMIT

The number will either read “Registered” or “Not Registered”

Click on “Reset” to put in another number.

Ready to put in another number.

Linear Realty, LLC Sales ▪ Leasing ▪ Management Sales ▪ Leasing ▪ Management If the number is “Registered”, DO NOT CALL

Linear Realty, LLC Sales ▪ Leasing ▪ Management Sales ▪ Leasing ▪ Management If the number is “NOT Registered”, YOU CAN CALL End

Linear Realty, LLC Sales ▪ Leasing ▪ Management Sales ▪ Leasing ▪ Management ? = Unknown OK = Not Registered or OK to call NO = Registered or Do Not call

Linear Realty, LLC Sales ▪ Leasing ▪ Management Sales ▪ Leasing ▪ Management Begin entering the other information

Linear Realty, LLC Sales ▪ Leasing ▪ Management Sales ▪ Leasing ▪ Management Sometimes information has already been entered into the database. If the information you are typing in begins to auto-fill, then you need to find the previous entry in the database

Linear Realty, LLC Sales ▪ Leasing ▪ Management Sales ▪ Leasing ▪ Management The fields that may auto-fill are: The Name, Phone, or Address fields.

Linear Realty, LLC Sales ▪ Leasing ▪ Management Sales ▪ Leasing ▪ Management Caution Some properties may have been entered into the database before. If you begin entering an address and the auto-fill begins to complete the address, the property has already been entered into the database End Begin by leaving the cursor in the field that began to auto-fill. For this example, we are using the Address field

Linear Realty, LLC Sales ▪ Leasing ▪ Management Sales ▪ Leasing ▪ Management End Go to the Edit Menu and select the Find function

Linear Realty, LLC Sales ▪ Leasing ▪ Management Sales ▪ Leasing ▪ Management This menu will appear

Linear Realty, LLC Sales ▪ Leasing ▪ Management Sales ▪ Leasing ▪ Management This field should reflect the field where you are looking for the duplicate information

Linear Realty, LLC Sales ▪ Leasing ▪ Management Sales ▪ Leasing ▪ Management This field should read; “Any Part of Field”

Linear Realty, LLC Sales ▪ Leasing ▪ Management Sales ▪ Leasing ▪ Management Type in the data that is possibly duplicated

Linear Realty, LLC Sales ▪ Leasing ▪ Management Sales ▪ Leasing ▪ Management Click Find Next to locate the duplicated information

Linear Realty, LLC Sales ▪ Leasing ▪ Management Sales ▪ Leasing ▪ Management If there is a duplicate form, than enter all the updated information on the original form, and clear out the fields on the current form.

Linear Realty, LLC Sales ▪ Leasing ▪ Management Sales ▪ Leasing ▪ Management Do not DELETE any of the records or forms from the Database. only clear out the fields. Again, DO NOT DELETE ANY OF THE RECORDS OR FORMS

Linear Realty, LLC Sales ▪ Leasing ▪ Management Sales ▪ Leasing ▪ Management Fill in the City

Linear Realty, LLC Sales ▪ Leasing ▪ Management Sales ▪ Leasing ▪ Management State

Linear Realty, LLC Sales ▪ Leasing ▪ Management Sales ▪ Leasing ▪ Management Zip

Linear Realty, LLC Sales ▪ Leasing ▪ Management Sales ▪ Leasing ▪ Management County

Linear Realty, LLC Sales ▪ Leasing ▪ Management Sales ▪ Leasing ▪ Management Subdivision

Linear Realty, LLC Sales ▪ Leasing ▪ Management Sales ▪ Leasing ▪ Management Enter any other additional information in the Notes field

Linear Realty, LLC Sales ▪ Leasing ▪ Management Sales ▪ Leasing ▪ Management That is the end of our presentation.