1. Digital Registration Process
6/28/18

2. Digital Registration Form
Select Your Community & “Set”
Communities should only have to do this once or if resetting or selling in another community.
Toggle between communities by clicking on the community name in the top left-hand corner.

3. Digital Registration Form
Responsive Design for Mobile Screens
Customer Friendly Collapsed Fields & Fast Entry 
Integrated Data Fields & Date Stamped in SMART
System De-Dupes First on Address – If Contact Existing - Info Appended.
System De-Dupes Second on Last Name + Phone Number – In No Match, Entered as a New Contact.
SDH Agent Will Need to Manually Match Real Estate Agents After the Visit
Ranch, Two Story, Townhome (only one selection) = Plan Style Preference
First Fl. Owner’s or Basement (both may be selected) = Hot Buttons
SDH Agent Will Need to Add Visit Notes in SMART

4. Appended New Information for Returning Customer
Traffic Report
User will now be “System Generated”
New Contact
Appended New Information for Returning Customer

5. Traffic Report
Denotes Walk In Traffic Automatically in Notes “Registration Card Traffic Entry”
Denotes a “Web Lead”

6. Type of Interaction in SMART
“Type of Interaction” Shown Here
Sales Agent Name Associated After Visit By SDH Agent
Follow Up Visit Notes To Be Added After Visit By SDH Agent

7. Sales User Guide for Digital Registration on SMART
All Information is Available on SMART | Process Model (P:) > Sales

8. New Registration Card
Information Requested Formatted The Same as Digital Form
Printed in Tear Off Pads of 50
Smaller Dimensions 5.5” x 8.5”
Addl. Agent or Customer Notes at the Bottom
Staples is Replacing This File in Our Print Program on Staples Advantage for Easy Future Ordering (won’t be ready for initial orders)

9. Implementation Plan Launch Digital Form in Pilot Communities 5 – ATL
2 – RAL
Launch Digital Form in Pilot Communities
1 – CLT
Note with Traffic Report for Pilot Communities
Division Sales Agent Training – Sales Mtg. Roll Out
Note with Traffic Report for Pilot Communities
Division Sales Agent Training – Sales Mtg. Roll Out
New Reg Cards Printed and In Store at all Communities
Note with Traffic Report for Pilot Communities
Feedback/Resolution/Re-Testing Complete
Division Sales Agent Training – Sales Mtg. Roll Out
Plan for Printed Reg Cards This Month
Set Training Dates for Sales Agents
Feedback/Resolution/Re-Testing Process
Discussion for Tablets Available in Sales Offices
Communicating Changes with Traffic Reports
ATL Pilot: Morgan’s Run, Towne Mill, Woody Farms, Kelly Mill Meadows and Heritage Pointe
RAL Pilot:
CLT Pilot: Locust Town Center
Digital Form Available to All Divisions and Communities
Note with Traffic Report