COMMISSIONS INC DEMO 2013

Log into system with name and password

Setting your labels

In the left column are your labels. By clicking on the right of the box, on the word it selects only that list of customers.

To add more labels, click on the check mark and it populates those also

To start: click last touch – Sort by last touch date.

Click on your first customers name. The information for this guest populates. Look over notes and history before calling. It helps in your conversation with them. Some realtors do not want you to contact ones they are actively working with.

Adding your notes: Places which you can edit if you find incorrect information. I add BAB-Initals LM,EM1 or notes about our call, etc.

This section is full of information: The average price of their searches Favorite City You can view see the properties they are interested in, their favorites. Status of : Pre-qualified for mortgage House to sell First time buyer.

After calling customer it is very important to assign a label. When I return, I can quickly pull up my list by going to Bab Working. Once s are completed I move to Bab-Completed and remove label Bab working. You can add labels and remove by clicking on the color box. This way you are in control of your list.

On the customer page is a section in right corner where it says to set reminders. You will see your reminders on opening leads page for follow-ups.

Setting Reminders: Click on reminder to set call backs. After setting them you will have a list on your main Leads page, as shown to right of leads list.

If guest wants alerts disabled: In the left column is a list of activities you can adjust. You can disable communication and alerts.