‘Agent Access’ Now Available at a Lower Price

January 31, 2012 — Happybodyfood

Want to give your agents Read-Only access to their Referrals table records? You can with the Agent Access option.  For just $25 per agent per year you can let your agents view their records, add their own new records, provide comments/updates about referrals assigned to them and even use the Action Plans and Drip Email features of the database!

It’s a great way for agents to view/report on their referrals which may even be accessed from their smart phone!  Agents will have access to a limited number of reports that include only their own referrals, plus they can SUBMIT new records for Outgoing referrals.  And, agents will view ONLY those Notes that you have designated as ‘Public’.

A minimum of 10 agent licenses ($250/year) is all that’s needed to get started.  Additional licenses are available at further discounted rates.  For more information, email info@prosws.com.

Posted in ActionPlans, Referral Page, Special Offers. Tags: , , . Leave a Comment »

Are you using the Referral Submit Form…in Spanish???

January 24, 2012 — Happybodyfood

Last week we announced that the Referral Submit Form is now available to all Relocation Specialist users.  Do you know how important this is to you?  You now have the ability to add a link to your website that agents and contacts can use to submit leads/referrals to you!  For FREE!!!

You can also add a link to your email signature that allows email recipients to click the link, fill out the form and SUBMIT.  Bingo!  The lead/referral is instantly in your Import table!

Not only is this a great way to receive leads, but the page is smart enough to automatically adjust for use with smart phones.  So anyone and everyone can easily submit leads to you.

Today we announce another improvement for the Referral Submit Form.  It’s available in Spanish!  Open the same form you’ve been using and you’ll notice at the top-left of the page there is a droplist labeled “Language”.  The default is English, but you can select Español and the page is instantly changed to the Spanish language equivalent.

¡Esperamos que usted disfrute de la forma actualizada!

Posted in Forms, Importing. Leave a Comment »

Referral Submit Form is now FREE!!!

January 18, 2012 — Happybodyfood

For years the Referral Submit Form has been providing many Relocation Specialist customers an easy, efficient way for agents and contacts to submit referrals.  Today we are announcing that this $300 option is now FREE!

The Referral Submit Form is an online form that may be accessed easily from many sources.  For example, many people add a link somewhere on their website for agents to click.  When clicked the form opens on the Internet, the agent fills it out, clicks SUBMIT and the record is instantly inserted into their database’s Import table.

Others add a link to their email signature so that when others want to provide a referral they just click the link, fill out the form and SUBMIT.  Or, within Relocation Specialist you can email the form that contains the link.  The agent opens the email, clicks the link, completes the form and SUBMITs.

It’s fast, simple and a great way to generate more referrals!

The link you’ll add is: http://rs.prosws.com/RELOSPEC/SQL/ReferralSubmit.asp?Company=DATABASENAME where “DATABASENAME” is the name of your Relocation Specialist database ID.  (It is found on the Referrals List page under the heading “Referrals List”.)  Each link will have two parts; the part that opens the page which is shown above, and the part the agent sees which could be whatever you want such as “Click here to provide a Referral”.

If you want to try it, click the FORMS link on the Referrals List page, browse to ‘Referral Submit Form’, click the link on the form, fill out the Internet page that opens and click SUBMIT.  Close the forms, return to the Referrals List page, click the IMPORT link on the left side or the IMPORT TABLE link in the ‘At A Glance…’ box in the upper-left of the page.  The Import page opens and displays the record.  Click the ‘CLICK HERE’ link in the top box under the grid to move the record from the Import table to the Referrals table.

Enjoy!

 

Posted in Forms, Importing, Referral List Page, Tips & Tricks. 1 Comment »

One of the Coolest features you may not know about Just Got Better! Email Signatures

January 16, 2012 — Happybodyfood

How many times have you been working on a record in the database and need to send a quick email to an agent or client or contact?  Are you using the ‘Email to Assigned Agent’ FORM???  Just click FORMS, browse to ‘Email to Assigned Agent’ (or to ‘Client’ or to ‘Contact’), write what you want and click SEND.

Not only is this a quick way to get the email out, but Relocation Specialist also automatically COPIES it into the NOTES for that record!  What could be easier?

How did it get better?  Now you can create your own personalized EMAIL SIGNATURE that automatically gets added to your outgoing emails!  Your signature may be as simple as a few lines, or include pictures, links to your website or even a link to an online form for others to submit leads to you!  (This Referral Submit feature to be announced soon!)

Your custom Email Signature is automatically added to any of the 4 ‘Email To…’ FORMS as well as to any of the 25 ‘Custom Letter to…’ FORMS.  To create your own Email Signature, from the Main Menu page, click ‘Utility Settings’, ‘Users’, select your name by clicking the pencil and make your entry in the Signature field.

The Email Signature field uses HTML code to produce your entry in outgoing emails.   To see how to create your Email Signature be sure to click the ‘View Samples’ button to see four different versions.  You can select from very simple to complex, or create your own!

To see the Training Video on creating your Email Signature click here

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Relocation Specialist has temporary interruption

January 10, 2012 — Happybodyfood

Today there is a known issue with the routers from our providers controlling access to the Relocation Specialist servers.  We are working to resolve the issue and once again provide fast response times.

We expect to have the issue fixed by later this afternoon.  In the meantime, please continue trying to login and use the database as often as needed.

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Advanced Reports growing in Popularity

January 3, 2012 — Happybodyfood

Managing referrals and leads with Relocation Specialist is a snap, but at some point, getting meaningful reports will allow you to evaluate your efforts.  We have three important announcements regarding reports.

First, the ‘Advanced’ reports continue to grow in popularity.  If you’re not familiar with them, do yourself a favor and check them out.  Click the REPORTS link in the Referrals List page, then click the ‘Advanced’ radio button.  The Advanced reports will be listed for you.  With all Advanced reports you may view, print, download to Excel or Word or view/save as a PDF file.  All with great formatting and accuracy!

Second, we are adding Preview Samples to all Advanced reports.  When you click the REPORTS link you’ll now be able to get a sample of what the report includes and what it will look like when saved/printed.  You may browse, click the link to ‘See full sample’ or even click the ‘Add to favorites’ link and add the report(s) to your company’s list of favorite reports.

Third, we’re asking you to check out the latest reports that may provide just the details you need.  They are:

  • Scorecards – Agent  (all details needed to evaluate agent’s performance)
  • Scorecards – Agent 5  (14 reports shown in a 1-page summary for an agent)
  • Scorecards – Office  (details needed to evaluate office(s) performance)

Check out these reports and all Advanced reports.  If you have any reporting needs that aren’t met with the Advanced reports, please let us know.  Or, if you’re not sure which report(s) to use, just let us know.  We’ll be happy to find the one(s) that will provide what you need.

Posted in Common Questions, Reports. Leave a Comment »